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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-01-11
  • VA RA
    APPROVED
    Since 2023-01-11

Branch Locations

207 Albemarle Avenue Sw, Roanoke, VA 24016 • 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
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
  • 03/2021 → Present
    Market Square Advisors
    Roanoke, VA
  • 01/2021 → 02/2021
    Uber
    Roanoke, VA
  • 10/2020 → 12/2020
    Unemployed
    Roanoke, VA
  • 02/2020 → 10/2020
    Alzheimer's Association
    Roanoke, VA
  • 05/2017 → 02/2020
    Cardinal Valley Industrial Supply
    Salem, VA
  • 01/2015 → 05/2017
    Breakthru Beverage Of Virginia
    Roanoke, VA
  • 01/2023 → Present
    Waltham, MA
  • 03/2021 → Present
    Lpl Financial Llc
    Roanoke, VA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-17
  • S66 Uniform Combined State Law Examination
    2022-11-17
Other Names
  • Ryan Kerr

View on SEC IAPD

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