Ronald James Goodman

Current Employers

Employment History

• 01/2004 → Present
  Goodman & Goodman
  Canton, MA
• 01/2014 → 01/2017
  Lincoln Financial Advisors
  Canton, MA
• 01/2017 → Present
  Lpl Financial Llc
  Waltham, MA
• 01/2017 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2014-02-10 → 2017-02-07
  Osaic Fa, Inc.
  Canton, MA
  Glastonbury, CT
  Waltham, MA
• 2005-03-18 → 2014-01-28
  Cetera Investment Advisers Llc
  Canton, MA
  Needham, MA
  Norwood, MA

Other Businesses

1) 01/19/2017 - Goodman & Goodman LLC - CPA Affiliate Program - inv rel - at reported business location(s) - Partner - start: 1/1/2004 - 160 hr/mth 2) 01/19/2017 - Sunray Distributors, Inc. - Business Entity For Tax/Investment Purposes Only - Sharon, MA - President - start: 1/1/1997 - 1 hr/mth 3) 01/19/2017 - Notary - start: 4/1/1998 4) 01/19/2017 - Real Estate Rental - Shoaron, MA - start: 9/1/1996 - 1 hr/mth 5) 4/10/2018 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/01/2018 - 10 Hours Per Month During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 01/2018. I expect to spend approximately 10 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. The firm is separate from and independent of LPL Financial. 6) 4/11/2018 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2018 - 10 Hours Per Month During Securities Trading. 7) 03/14/2022 - 506 LLC- Investment Related - 45 Longwood Ave., Brookline, MA - Real Estate Rental - Manager and Part Owner - Start Date - 03/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading. 8) 03/14/2022 - 1243 LLC- Investment Related - 1243 Beacon Street, Brookline, MA - Real Estate Rental - Manager and Part Owner - Start Date - 03/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-14

Other Names

• Ronald J. Goodman