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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2025-11-24 |
Branch Locations
500 W Cummings Park Suite 5650, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kirkland Albrrecht & Frederickson | Braintree | MA | 09/1997 | 12/2024 |
| Lincoln Investment | Braintree | MA | 06/2012 | 07/2025 |
| Lpl Financial | Waltham | MA | 08/2025 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 08/2025 | Present |
| Lga, Llp | Woburn | MA | 12/2024 | Present |
1- 07/2025 / Intergrated Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 2 hrs mth / At reported business location(s) 2- 07/2025 / DDN Consulting LLC / Business Owner / Not Investment Related / 2 hrs mth / Natick MA / Start date: 10/26/2020 3- 07/2025 / LGA LLP / Business Entity For Tax/Investment Purposes Only / Investment Related / 200 hrs mth / Woburn MA / Start date: 11/01/2022 4- 07/2025 / DDN Consulting LLC / Other/ 2 hrs mth / Natick MA 5- 07/2025 / Integrated Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 2 hrs mth / At reported business location(s) 6- 09/10/2025- Integration Financial Partners- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 06/18/2025- 2 Hours Per Month 7- 09/10/2025- Integrated Wealth Concepts, LLC- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 06/18/2025-2 Hours Per Month- I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 6/2025. I expect to spend approximately 2 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. 8- 09/10/2025- Intergrated Financial partners- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 6/18/2025- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-11-29 |
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