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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-20 |
| NJ | RA | APPROVED | 2019-05-02 |
| TX | RA | APPROVED | 2019-05-01 |
Branch Locations
975 Route 73 N Suite F, Marlton, NJ 08053 • United States
Piseco, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Marlton | NJ | 01/2014 | 02/2026 |
| Davinci Financial Designs, Llc | Marlton | NJ | 01/2014 | 05/2019 |
| Integrated Wealth Concepts, Llc | Marlton | NJ | 05/2019 | Present |
5/7/2019 - Hofmann, Hogan, Santos, Baur and Associates - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/01/2016 - 40 Hours Per Month/1 Hour During Securities Trading. 5. 5/14/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Glide Path Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 05/03/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 7. 8/27/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 07/01/2019 - 10 Hours Per Month During Securities Trading. 9. 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. 10.03/24/2025 - None - Investment Related - Real Estate Rental - Home Based - 4 Hrs/Mth - 0 Hrs During Trading - Start Date: 06/01/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-19 |
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