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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 09/2022 | 04/2024 |
| Bank Of America | Boston | MA | 12/2020 | 09/2022 |
| Bank Of America | Boston | MA | 07/2017 | 12/2020 |
| Bank Of America | Hartford | CT | 05/2015 | 07/2017 |
| Bank Of America, N.A. | Boston | MA | 11/2022 | 04/2024 |
| Lpl Financial Llc | Waltham | MA | 04/2024 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2024 | Present |
1) 04/25/2024 - INTEGRATED FINANCIAL PARTNERS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 06/20/2024 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started: 03/25/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 05/08/2024. 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. 3) 06/20/2024 - Integrated Wealth Concepts, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 3/25/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 4) 07/02/2024 - Integrated Financial Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 06/18/2024 - 80 Hours Per Month/ During Trading 5) 07/02/2024 - Integrated Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 06/18/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-12 |
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