Heidi Marie Patterson

Current Employers

Employment History

• 01/2016 → 10/2016
  Lincoln Financial Advisors Corporation
  Vienna, VA
• 10/2016 → Present
  Lpl Financial Llc
  Vienna, VA
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Vienna, VA

Previous Registrations

• 2016-01-15 → 2016-11-15
  Osaic Fa, Inc.
  Vienna, VA
  Waltham, MA
  Vienna, VA
• 2004-05-10 → 2016-02-04
  Ameriprise Financial Services, Llc
  Gaithersburg, MD
  Rockville, MD
  Vienna, VA
  Bethesda, MD

Other Businesses

1. 10/25/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 75%/ VIENNA, VA 2. 10/25/2016 - HEIDI PATTERSON/ NON-VARIABLE INSURANCE/ 10%/ VIENNA, VA 3. 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 25% - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 25% 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. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 5. 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 6. 05/31/2023 - Heidi Patterson - Investment Related - Rehobeth Beach, DE - Real Estate Rental - Owner/ Landlord - Start Date 6/1/2023 - 3 Hours Per Month/ 0 Hours During Securities Trading 7. 11/30/2023 - Darby O' Dylan - Other - LLC - Owner/Designer - Not Investment Related - Home Based - Start Date 11/15/2023 - 2 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-04-26

Other Names

• Heidi Patterson-Odedra