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Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-11-04
  • HI RA
    APPROVED
    Since 2024-11-04

Branch Locations

934 Pumehana Street Suite 202B, Honolulu, HI 96826 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 11/2004 09/2016
Lpl Financial, Llc Honolulu HI 09/2016 12/2018
Independent Financial Partners Honolulu HI 11/2016 12/2018
Onedigital Investment Advisors Llc Overland Park KS 12/2018 12/2024
Triad Advisors Norcross GA 01/2019 08/2024
Osaic Wealth, Inc. Honolulu HI 08/2024 12/2024
Lpl Financial Honolulu HI 02/2025 Present
Integrated Wealth Concepts Llc Waltham MA 01/2025 Present
Previous Registrations
Other Businesses

1- 01/2025 / Integrated Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOC / 160 HR MNTHS / 3 HRS DURING TRADING / START 01/01/2025 2- 01/2025 / Investors group HI / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOC / 160 HR MNTHS / 3 HRS DURING TRADING / START 01/01/2025 3- 01/2025 / Integrated Financial Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOC / 160 HR MNTHS / 3 HRS DURING TRADING / START 01/01/2025 4- 01/2025 / Retirement DNA / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOC / 160 HR MNTHS / 3 HRS DURING TRADING / START 01/01/2025 5- 02/19/2025- Integrated Wealth Cocepts LLC- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 160 Hours Per Month- 3 Hours During Trading- I provide investment advisory services through Integrated Wealth Cocepts LLC, an independent investment advisor firm. I started this business activity in 1/2025. 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- 02/19/2025 - Integrated Financial Partners- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/01/2025 - 160 Hours Per Month- 3 Hours During Trading 7- 02/19/2025- Investors Group HI- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 160 Hours Per Month- 3 Hours During Trading 8- 02/19/2025- Retirement DNA- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/01/2025-160 Hours Per Month- 3 Hours During Trading 9- 02/19/2025- Integrated Partners- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/01/2025-160 Hours Per Month- 3 Hours During Trading 10 - 02/2025 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-19
S63 Uniform Securities Agent State Law Examination 2005-01-14
  • S66 Uniform Combined State Law Examination
    2011-09-19
  • S63 Uniform Securities Agent State Law Examination
    2005-01-14
Other Names
  • Asa Kimo Kajihiro
  • Asa Kajihiro

View on SEC IAPD

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