William Cole Smith

Current Employers

Employment History

• 08/2010 → 09/2016
  Lincoln Financial Advisors
  Fairfax, VA
• 10/2016 → Present
  Lpl Financial Llc
  Fairfax, VA
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Fairfax, VA

Previous Registrations

• 2010-08-11 → 2016-10-28
  Osaic Fa, Inc.
  Glastonbury, CT
  Fairfax, VA
  Fairfax, VA
  Fairfax, VA
• 2007-08-02 → 2010-08-11
  Ameriprise Financial Services, Llc
  Centreville, VA

Other Businesses

1. 10/19/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ FAIRFAX, VA 2. 10/19/2016 - WCS PRIVATE WEALTH MANAGEMENT INC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 1%/ FAIRFAX, 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 100% - IAR. 4. 11/18/2016 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - 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 100% 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. 5. 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. 6. 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. 7. 1/19/2022 - Wagner Resource Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 8. 1/28/2022 - Integrated Wealth Concepts - DBA: (Hybrid) Wagner Resource Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/01/2022 - 1 Hour Per Month During Securities Trading. 9. 12/19/2024 - Brokers' Service Marketing Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/18/2024 - 2 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-08-01

Other Names

• Cole Smith
• William C Smith