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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-28 |
| VA | RA | APPROVED | 2016-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Fairfax | VA | 08/2010 | 10/2016 |
| Lpl Financial Llc | Fairfax | VA | 10/2016 | Present |
| Integrated Wealth Concepts Llc | Fairfax | VA | 10/2016 | Present |
1)10/19/16-Integrated Financial Partners-DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2)10/19/16-Non-Variable Insurance- Inv. Related- at reported business location(s)- 3% 3) 11/18/2016 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 100% of my time 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. 4) 11/18/2016 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. 5) 5/26/2017 - IFP Nova, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2017 - 5 Hours Per Month During Securities Trading. 6) 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 7) 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 8) 12/20/2021 - Wagner Resource Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/17/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 9) 12/21/2021 - (Hybrid) Integrated Wealth Concepts - DBA: (Hybrid) Wagner Resource Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 12/17/2021 - 1 Hour Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-24 |
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