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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-28 |
Branch Locations
8545 Executive Woods Drive Suite 3, Lincoln, NE 68512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lincoln | NE | 08/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Hickman | NE | 12/2011 | 07/2021 |
| Southeast High School | Lincoln | NE | 10/2012 | 06/2019 |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2026 | Present |
| Choice Management Llc | Hickman | NE | 03/2014 | Present |
| Blacktie Properties Llc | Hickman | NE | 05/2019 | Present |
| Fellowship Of Christian Athletes | Lincoln | NE | 10/2019 | Present |
| Lpl Financial, Llc | Lincoln | NE | 07/2021 | Present |
1.08/26/2021; Blacktie Properties LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/01/2019; hrs/mth; hrs during trading 2.08/26/2021; Choice Management LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 02/01/2014; hrs/mth; hrs during trading 3.08/26/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Rhythm Financial Group; Investment Related; at Reported Business Location(s); Start Date 01/01/2021; hrs/mth; hrs during trading 4.09/04/2023; Till and Timber LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/20/2022; 1hrs/mth; 0hrs during trading 5.02/09/2026; AJV LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/26/2026; 0hrs/mth; 0hrs during trading 6.05/18/2026; (Hybrid) Integrated Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 05/01/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 5/2026. 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. 7.07/24/2026; (Hybrid) Rhythm Financial Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 05/28/2026; 80hrs/mth; 80hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-14 |
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