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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-07-17 |
Branch Locations
100 North Parkway Suite 201, Worcester, MA 01605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 07/2017 |
| Mml Investors Services, Llc | Worcester | MA | 03/2017 | 07/2017 |
| Msi Financial Servoces | Worcester | MA | 07/2016 | 03/2017 |
| Lpl Financial, Llc | Worcester | MA | 07/2017 | Present |
| Integrated Wealth Concepts Llc | Worcester | MA | 07/2017 | Present |
1. 07/14/2017 - EDWARD GAY/ NON-VARIABLE INSURANCE/ 25%/ WORCESTER, MA 2. 07/14/2017 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WORCESTER, MA 3. 7/20/2017 - INTEGRATED WEALTH CONCEPTS LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 7/7/2017 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through INTEGRATED WEALTH CONCEPTS LLC, an independent investment advisor firm. I started this business activity in 07/2017. I expect to spend approximately 160 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. 4. 7/20/2017 - INTEGRATED WEALTH CONCEPTS LLC - DBA: (Hybrid) INTEGRATED FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - IAR - Started 7/7/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - 5. 4/16/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2021 - 1 Hour Per Month During Securities Trading. 6. 4/23/2021 - 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-31 |
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