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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-04 |
| MA | RA | APPROVED | 2016-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Waltham | MA | 12/2003 | 09/2016 |
| Lpl Financial, Llc | Waltham | MA | 09/2016 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 09/2016 | Present |
(1) 09/15/2016: John Pastore Jr. - Non-Variable Insurance - Investment Related - 200 Fifth Ave 6th Floor Waltham, MA 02451 - Start 01/01/2005 - 5 Hr/Mo; 3 Hour(s) During Securities Trading; 5% Time Spent - Life, LTC, Fixed, Disability (2) 10/31/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent. (3) 11/18/2016: Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 100% of my time 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. The firm is separate from and independent of LPL Financial. (4) 11/18/2016: Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. (5) 5/29/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 05/01/2019 - 160 Hours Per Month/40 Hours During Securities Trading. (6) 6/4/2019 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2019 - 160 Hours Per Month/40 Hours During Securities Trading. (7) 7/29/2020 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/17/2020 - 1 Hour Per Month During Securities Trading. (8) 8/5/2020 - Integrated Alliance - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/17/2020. (9) 9/2/2020 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Business Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/01/2020 - 15 Hours Per Month During Securities Trading. (10) 10/26/2021 - Integrated Retirement Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-24 |
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