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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-05-31 |
Branch Locations
200 5Th Avenue Suite 4010, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Waltham | MA | 10/2016 | Present |
| Lincoln Financial Advisors | Waltham | MA | 09/2015 | 10/2016 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 09/2019 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2023 | Present |
1) 02/13/2018 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2018 - 160 hr/mth 2) 9/25/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin. - Start Date: 09/01/2019 - 5 Hours Per Month/5 Hours During Securities Trading. 3) 06/22/2022 - No Business Name - Not Investment Related - Home Based - Other - Pet/House Sitting - Start Date - 04/22/2022 - 1 Hours Per Month/ 0 Hours During Securities Trading - Pet sitter.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-15 |
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