Jeff Lee Macy

Current Employers

Employment History

• 09/2013 → Present
  Lpl Financial, Llc
  Roanoke, VA
• 01/2015 → 05/2021
  Level Four Advisory Services
  Roanoke, VA
• 05/2021 → Present
  Integrated Wealth Concepts Llc (Dba: Integrated Partners)
  Roanoke, VA

Previous Registrations

• 2015-02-04 → 2021-05-25
  Level Four Advisory Services
  Roanoke, VA
  Dallas, TX
• 2014-02-17 → 2015-04-30
  Independent Advisor Alliance, Llc
  Roanoke, VA
  Roanoke, VA
• 2013-05-14 → 2013-09-17
  Msi Financial Services, Inc.
  Daleville, VA
  Blacksburg, VA
  Roanoke, VA
  Christiansburg, VA
  Salem, VA
  Roanoke, VA
  Vinton, VA
  Roanoke, VA

Other Businesses

1. 09/13/2013: JM FORD AND ASSOCIATES - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 20% OF TIME SPNET - AGENT. INS TYPES: HEALTH, DISABILITY, LOFE, LONG-TERM CARE, DENTAL 2. 02/02/2015: MARKET SQUARE ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL/IA BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 01/28/2015 - 160 HR/MO ALL DURING SECS TRDG HRS 3. 02/12/2015: MACY FINANCIAL GROUP - INV REL - 207 ALBEMARLE AVE SW ROANOKE VA 24016 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/01/2015 - 5 HR/MO NONE DURING SECS TRDG HRS 4. 05/21/2015: LEVEL FOUR ADVISORY SERVICES - DBA: (hybrid) Market Square Advisors - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR DBA - IAR - Started 02/01/2015 - 170 Hours Per Month During Securities Trading. 5. 3/9/2017: Highland Capital - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/03/2017 - 5 Hours Per Month During Securities Trading. 6. 5/28/2020 - KinG Brokerage, Kreider Insurance Group - Investment Related - 1205 Mount Airy Road, Stevens, PA 17578 - Non-Variable Insurance - Agent - Started 05/27/2020 - 5 Hours Per Month During Securities Trading. 7. 6/18/2021 - Market Square Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/11/2021 - 80 Hours Per Month During Securities Trading. 8. 6/18/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/11/2021 - 1 Hour Per Month During Securities Trading. 9. 6/18/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/11/2021 - 80 Hours Per Month During Securities Trading. 10. 6/22/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Market Square Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/11/2021 - 80 Hours Per Month During Securities Trading. 11. 6/22/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/11/2021 - 1 Hour Per Month During Securities Trading. 12. 6/22/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/11/2021 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 6/2021. I expect to spend approximately 80 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. 13. 6/22/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/11/2021 - 80 Hours Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-08
• S63 Uniform Securities Agent State Law Examination
  2012-04-23