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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 |
| NJ | RA | APPROVED | 2016-11-18 |
Branch Locations
76 East Euclid Avenue Suite 101, Haddonfield, NJ 08033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Mount Laurel | NJ | 01/2011 | 10/2016 |
| Lpl Financial Llc | Mt Laurel | NJ | 10/2016 | Present |
| Integrated Wealth Concepts Llc | Mt Laurel | NJ | 10/2016 | Present |
1. 10/28/2016 - LANCE LEIMBERG/ NON-VARIABLE INSURANCE/ 5%/ MT LAUREL, NJ 2. 10/28/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 10%/ MT LAUREL, NJ 3) 03/31/2025 - LPR Euclid LLC - Investment Related - Real Estate Rental - Ave Haddonfield, NJ 08033 - 2 Hrs/Mth - 2Hrs During Trading - Start Date : 04/16/2025 3. 11/18/2016 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - (Hybrid) Integrated Financial Partners - Time Spent 90% - 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 90% 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. 4/28/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/01/2021 - 1 Hour Per Month During Securities Trading. 5. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2021 - 1 Hour Per Month During Securities Trading. 6. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/01/2021 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-09 |
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