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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-14 |
Branch Locations
225 Water Street Suite A130, Plymouth, MA 02360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Auburndale | MA | 03/2010 | 01/2018 |
| Lpl Financial, Llc | Waltham | MA | 03/2018 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 02/2025 | Present |
1. T.G. MAYER, P.C. / CPA Affiliate Program / 80% / Plymouth, MA 2. Integrated Financial Partners / DBA for LPL Business (entity for LPL business) / 5% / Waltham, MA. 3. 3/20/2018 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 2/7/2018 - 5 Hours Per Month/1 Hour During Securities Trading - Time Spent 5%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-23 |
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