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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert G Rice, Pc | Medford | MA | 01/2000 | Present |
| Lincoln Financial Advisors Corporation | Waltham | MA | 05/2013 | 12/2016 |
| Lpl Financial Llc | Waltham | MA | 12/2016 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 12/2016 | Present |
1. 12/06/2016 - ROBERT G. RICE P.C./ CPA AFFILIATE PROGRAM/ 100%/ MEDFORD, MA 2. 12/06/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WALTHAM, MA 3. 12/06/2016 - ROBERT RICE/ NON-VARIABLE INSURANCE/ 0%/ MEDFORD, MA 4. 12/22/2016 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in December 2016. I expect to spend approximately 100% of my time on this activity. Please see the advisory firm 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. 5. 12/22/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-04 |
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