Robert Alan Brown

Current Employers

Employment History

• 01/2013 → 05/2017
  United Capital Financial Advisers Llc
  Newport Beach, CA
• 05/2017 → Present
  Integrated Wealth Concepts, Llc
  Green Valley, AZ
• 05/2017 → Present
  Lpl Financial Llc
  Green Valley, AZ

Previous Registrations

• 2017-07-18 → 2024-05-06
  Integrated Wealth Concepts Llc
  Waltham, MA
• 2013-03-04 → 2017-05-12
  United Capital Financial Advisors
  Newport Beach, CA
  Newport Beach, CA
  Irving, TX
• 2013-03-04 → 2014-06-05
  Freedom Investment Management, Inc.
  South Windsor, CT

Other Businesses

1. 9/13/2017 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/29/2017 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 90%. 2. 9/13/2017 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/29/2017 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 5% - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 06/2017. 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. 3. 10/9/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/01/2019 - 5 Hours Per Month During Securities Trading. 4. 12/1/2023 - JULEX - CONSULTANT/TEAM LEADER - INV-RELATED - AT REPORTED LOCATION(S) - 10 HOURS PER MONTH/10 HOUR PER SECURITIES TRADING HOURS

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-08-31
• S65 Uniform Investment Adviser Law Examination
  2017-08-29

Designations