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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Square Advisors | Roanoke | VA | 03/2021 | Present |
| Uber | Roanoke | VA | 01/2021 | 02/2021 |
| Unemployed | Roanoke | VA | 10/2020 | 12/2020 |
| Alzheimer's Association | Roanoke | VA | 02/2020 | 10/2020 |
| Cardinal Valley Industrial Supply | Salem | VA | 05/2017 | 02/2020 |
| Breakthru Beverage Of Virginia | Roanoke | VA | 01/2015 | 05/2017 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 01/2023 | Present |
| Lpl Financial Llc | Roanoke | VA | 03/2021 | Present |
1) 07/20/2022- DBA for LPL Business (entity for LPL business) - Market Square Advisors - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/20/2022- DBA for LPL Business (entity for LPL business) - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 3) 07/20/2022 - DBA for LPL Business (entity for LPL business) - Integrated Partners - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 4) 2/15/2023 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/03/2023 - 80 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 1/2023. 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. 5) 2/15/2023 - Integrated Wealth Concepts - DBA: Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 01/03/2023 - 0 Hours Per Month/0 Hours During Securities Trading 6) 2/15/2023 - Integrated Wealth Concepts - DBA: Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 01/03/2023 - 80 Hours Per Month/80 Hours During Securities Trading 7) 2/15/2023 - Integrated Wealth Concepts - DBA: Market Square Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 01/03/2023 - 80 Hours Per Month/80 Hours During Securities Trading 8) 06/06/2023 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 05/31/2023 - 4 Hours Per Month/ 1 Hour During Securities Trading 9) 06/24/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date: 07/01/2025 - 3 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-17 |
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