Best Investors
Account
Sign in
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arsenault And Cline, Cpas, Inc. | Lynnfield | MA | 01/2007 | Present |
| Lincoln Financial Advisors | Lynnfield | MA | 09/2016 | 12/2016 |
| Lpl Financial Llc | Waltham | MA | 11/2016 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2017 | Present |
1. 11/15/2016 - ARSENAULT AND CLINE, CPAS, INC./ CPA AFFILIATE PROGRAM/ 95%/ LYNNFIELD, MA 2. 11/15/2016 - STAR OF BETHLEHEM LODGE/ OUTSIDE, W-2 EMPLOYMENT/ 6%/ LYNNFIELD, MA 3. 9/8/2017 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/17/2017 - 5 Hours Per Month During Securities Trading. 4. 11/7/2017 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/02/2017 - 5 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 Nov 2017. I expect to spend approximately 5 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. 5. 6/23/2020 - Integrated Wealth Concepts, LLC - DBA: Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/01/2017 - 5 Hours Per Month During Securities Trading. 6. 01/22/2026 - Historical Building Association and Musuem - Non-Profit Board Member - Treasurer - Not Investment Related - Chelsea, MA - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-13 |
Reach out to this advisor