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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cohen Cohen & Co., A Professional Corporation | Boston | MA | 08/1998 | Present |
| Lincoln Financial Advisors Corporation | Waltham | MA | 05/2007 | 11/2016 |
| Lpl Financial Llc | Waltham | MA | 11/2016 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 11/2016 | Present |
1)11/4/16- Cohen Cohen and Company- CPA Affiliate Program-president/shareholder- Inv. Related- Boston, MA - start date 8/1/1998- 100% 2)11/4/16-Integrated Financial Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- Boston, MA - 100% 3)11/4/16-CFD Realty, LLC- Real Estate Rental- member/partner -Inv. Related- Boston, MA - start date 12/1/2000- 1% 4) RAJIV DAYAL HAS SERVED AS A DUALLY-REGISTERED INVESTMENT ADVISOR REPRESENTATIVE/REGISTERED REPRESENTATIVE WITH INTEGRATED WEALTH CONCEPTS LLC AND LPL FINANCIAL LLC ("LPL") SINCE 11/2016. BUSINESS ACTIVITIES ARE CONDUCTED FROM WALTHAM, MA. 5) 11/18/2016: 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 November 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. 6) 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-24 |
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