Paul Coleman Koenig

Current Employers

Employment History

• 09/2011 → 10/2016
  Lincoln Financial Advisors
  Mount Laurel, NJ
• 10/2016 → Present
  Lpl Financial Llc
  Mt Laurel, NJ
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Mt Laurel, NJ

Previous Registrations

• 2011-09-02 → 2016-11-05
  Osaic Fa, Inc.
  Glastonbury, CT
  Cherry Hill, NJ
  Mount Laurel, NJ
• 2007-03-23 → 2011-09-19
  Ameriprise Financial Services, Llc
  Marlton, NJ
  Conshohocken, PA

Other Businesses

1. 10/28/2016 - PAUL KOENIG/ NON-VARIABLE INSURANCE/ 25%/ MT LAUREL, NJ 2. 10/28/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 20%/ MT LAUREL, NJ 3. 10/28/2016 - PAUL C KOENIG JR. FINANCIAL PLANNING/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ MT LAUREL, NJ 4. 10/28/2016 - RENTAL/ REAL ESTATE RENTAL/ 1%/ 3408 B- RAMSBURY CT, MOUNT LAUREL, NJ 08054 5. 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 80% - 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 80% 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. 6. 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. 7. 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. 8) 03/21/2025 - LPR Euclid LLC - Not Investment Related - Haddonfield. NJ - Real Estate Rental - Start Date:04/15/2025 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-22

Designations