John. W Exner

Current Employers

Employment History

• 04/2003 → 04/2017
  First Command Financial Planning Inc
  Fort Worth, TX
• 06/2004 → 04/2017
  First Command Financial Services, Inc.
  Fort Worth, TX
• 12/2015 → 04/2017
  First Command Advisory Services
  Fort Worth, TX
• 04/2017 → 12/2021
  Lpl Financial, Llc
  Alexandria, VA
• 05/2017 → 05/2019
  Davinci Financial Designs, Llc
  Alexandria, VA
• 05/2019 → Present
  Integrated Wealth Concepts, Llc
  Alexandria, VA

Previous Registrations

• 2017-05-01 → 2019-05-28
  Davinci Financial Designs
  Alexandria, VA
  Columbia, SC
• 2015-12-15 → 2017-05-05
  First Command Advisory Services
  Fort Worth, TX
• 2005-09-02 → 2015-12-15
  First Command Brokerage Services, Inc.
  Alexandria, VA
  Aiea, HI
  Aiea, HI
  Aiea, HI
• 2005-08-30 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

1.10/16/2017:No Business Name-Not Inv Related-AtRept.Bus.Loc(s)-Other-Notary--Started 10/01/2015--1 Hour Per Mo/0 Hours During Sec Trading. 2.5/30/2019:Exner Enterprises, INC--Not Inv Related--AtRept.Bus.Loc(s)--Business Entity For Tax/Investment Purposes Only--Started05/22/2019--5Hours/MonthDuringSecuritiesTrading--Holding Company for leases and liabilities herein. 3.5/30/2019:Exner, INC--NotInvest.Related--AtRept.Bus.Loc(s)--Business Entity For Tax/Investment Purposes Only--Started05/22/2019--5Hours/MonthDuringSecuritiesTrading--Holding Company for leases and liabilities herein 4.6/3/2019:Integrated Wealth Concepts, LLC--Inv Related--AtRept.Bus.Loc(s)--RIA/Hybrid--IAR--Started05/22/2019--160Hours/Month;40HoursDuringSecuritiesTrading--I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in May 2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 5.6/27/2019:Integrated Wealth Concepts, LLC--DBA:(Hyb)Total Financial Picture(TM) Wealth Strategies--Investment related--AtRept.Bus.Loc(s)--RIA/DBA--start date:05/22/2019--35 hrs/mo--30 hrs during trading. 6.8/27/2019:No bus name--Inv related--AtRept.Bus.Loc(s)--Non-Variable Ins--Start7/1/2019--10Hours/MonthDuringSecuritiesTrading. 7.7/24/2020:Exner INC--NotInvRelated--Home Based--Other-Rep's business--Instructor--Started6/1/2020--10Hours/Month;0HoursDuringSecuritiesTrading--Teaching student SCUBA divers. 8. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 9. 05/2024 - HOA BOARD OF DIRECTOR - VICE PRESIDENT - NON-INV RELATED - AT REPORTED LOCATION(S) - 20 HOURS PER MONTH/0 HOURS PER SECURITIES TRADING HOUR PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-29
• S63 Uniform Securities Agent State Law Examination
  2004-01-03

Designations

Other Names

• John Wolfgang Exner
• Joachim Wolfgang Exner