Whitney Christine Massey

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → Present
  Lpl Financial, Llc
  Newport Beach, CA
• 12/2013 → 03/2021
  Level Four Advisory Services Llc
  Newport Beach, CA
• 02/2021 → 07/2021
  Integrated Wealth Concepts, Llc
  Newport Beach, CA
• 07/2021 → Present
  Integrated Wealth Concepts, Llc
  Newport Beach, CA

Previous Registrations

• 2019-11-01 → 2021-02-26
  Level Four Advisory Services
  Irvine, CA
  Newport Beach, CA

Other Businesses

1. 9/11/2014: MARKET SQUARE ADVISORS - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START DATE 09/19/2014 - 40 HOURS PER MONTH DURING TRADING. 2. 08/20/2019 - W. Massey Investments, LLC - Not investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:07/22/2019 - 5 hrs/mo - 5 hrs during trading. 3. 2/3/2021 - The Reserve Investments, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/27/2021 - 160 Hours Per Month/140 Hours During Trading. 4. 3/23/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) The Reserve Investments - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Start Date: 03/15/2021 - 160 Hours Per Month/160 Hours During Trading. 5. 3/23/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: 03/15/2021 - 160 Hours Per Month/160 Hours During Trading - I provide administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 03/2021. 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. 6. 3/24/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/15/2021 - 15 Hours Per Month/ During Trading. 7. 3/24/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/15/2021 - 15 Hours Per Month/15 Hours During Trading. 8. 3/24/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/15/2021 - 10 Hours Per Month/During Trading. 9. 3/24/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/15/2021 - 15 Hours Per Month/During Trading. 10. 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/During Trading. 11. 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/During Trading. 12. 02/23/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 02/26/2021 - 2 Hours Per Month/During Trading. 13. 11/30/2023 - Ovisto Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 11/02/2023 - 80 Hours Per Month/ During Trading 14. 10/25/2024- Windes Wealth Management- Registered Investment Advisor DBA- INV REL- At Reported Bus Loc(s)- Start Date 10/11/2024- 20 hrs a mth/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2018-08-16
• S65 Uniform Investment Adviser Law Examination
  2014-11-10
• S63 Uniform Securities Agent State Law Examination
  2013-07-12