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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-12-15
  • MA RA
    APPROVED
    Since 2023-12-15

Branch Locations

300 Ledgewood Place Suite 100, Rockland, MA 02370 • 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
Providence College Providence RI 07/2013 05/2017
East Bay Grille Plymouth MA 08/2017 11/2017
Local 02045 Hull MA 05/2017 08/2017
Burke Distributing Randolph MA 06/2017 08/2017
Burke Distributing Randolph MA 11/2017 03/2018
Boston City Properties Boston MA 06/2018 11/2018
Unemployed Weymouth MA 03/2018 06/2018
Coldwell Banker Norwell MA 10/2018 02/2019
Amazon/Sheffield Express Hyde Park MA 12/2018 02/2019
Ad Iq Costa Mesa CA 02/2019 04/2019
Usoc Medical Irvine CA 04/2019 02/2020
Wright Fund Management, Llc Irvine CA 02/2020 10/2021
Northern Lights Distributors, Llc Elkhorn NE 02/2020 01/2022
Lpl Financial Llc Rockland MA 02/2022 12/2022
Integrated Wealth Concepts Rockland MA 02/2022 09/2022
Integrated Wealth Concepts Llc Waltham MA 09/2022 12/2022
Cambridge Investment Research, Inc. Fairfield IA 01/2023 12/2023
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2023 12/2023
Lpl Financial Llc Rockland MA 12/2023 Present
Integrated Wealth Concepts Llc Waltham MA 12/2023 Present
  • 07/2013 → 05/2017
    Providence College
    Providence, RI
  • 08/2017 → 11/2017
    East Bay Grille
    Plymouth, MA
  • 05/2017 → 08/2017
    Local 02045
    Hull, MA
  • 06/2017 → 08/2017
    Burke Distributing
    Randolph, MA
  • 11/2017 → 03/2018
    Burke Distributing
    Randolph, MA
  • 06/2018 → 11/2018
    Boston City Properties
    Boston, MA
  • 03/2018 → 06/2018
    Unemployed
    Weymouth, MA
  • 10/2018 → 02/2019
    Coldwell Banker
    Norwell, MA
  • 12/2018 → 02/2019
    Amazon/Sheffield Express
    Hyde Park, MA
  • 02/2019 → 04/2019
    Ad Iq
    Costa Mesa, CA
  • 04/2019 → 02/2020
    Usoc Medical
    Irvine, CA
  • 02/2020 → 10/2021
    Wright Fund Management, Llc
    Irvine, CA
  • 02/2020 → 01/2022
    Northern Lights Distributors, Llc
    Elkhorn, NE
  • 02/2022 → 12/2022
    Lpl Financial Llc
    Rockland, MA
  • 02/2022 → 09/2022
    Integrated Wealth Concepts
    Rockland, MA
  • 09/2022 → 12/2022
    Waltham, MA
  • 01/2023 → 12/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2023 → 12/2023
    Fairfield, IA
  • 12/2023 → Present
    Lpl Financial Llc
    Rockland, MA
  • 12/2023 → Present
    Waltham, MA
Previous Registrations
Other Businesses

1) 11/30/2023 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2023 - 80 Hr/Mth 2) 01/18/2024 - Integrated Partners - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/05/2023 - 1 Hour Per Month 3) 01/18/2024 - Integrated Financial Partners - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/05/2023 - 80 Hours Per Month/ 8 Hours During Trading 4) 01/18/2024 - Integrated Wealth Concepts, LLC. - Registered Investment Advisor Hybrid - Advisor - Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/05/2023 - 80 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC., an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 80 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-15
S63 Uniform Securities Agent State Law Examination 2020-06-22
  • S65 Uniform Investment Adviser Law Examination
    2022-07-15
  • S63 Uniform Securities Agent State Law Examination
    2020-06-22
Other Names
  • Walsh
  • Justin Daniel Walsh
  • Justin Walsh

View on SEC IAPD

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