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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 2024-08-27
  • MA RA
    APPROVED
    Since 2024-08-27

Branch Locations

100 North Parkway Suite 201, Worcester, MA 01605 • 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
The Vanguard Group, Inc. Malvern PA 06/2023 06/2024
University Of Delaware Newark DE 07/2021 05/2023
University Of Delaware Newark DE 09/2021 05/2023
Comerica Bank Wilmington DE 06/2022 08/2022
Integrated Partners Waltham MA 07/2021 08/2021
University Of Delaware Newark DE 09/2019 05/2023
Amazon Milford MA 05/2019 08/2019
Life Time Athletic Framingham MA 07/2017 08/2019
Chamberlain Pines Holliston MA 07/2017 09/2017
Boating In Boston Natick MA 07/2016 09/2016
Hopkinton High School Hopkinton MA 09/2015 06/2019
Biztext Newark DE 09/2022 06/2024
Lpl Financial Llc Worcester MA 07/2024 Present
Integrated Wealth Concepts Llc Waltham MA 08/2024 Present
  • 06/2023 → 06/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 07/2021 → 05/2023
    University Of Delaware
    Newark, DE
  • 09/2021 → 05/2023
    University Of Delaware
    Newark, DE
  • 06/2022 → 08/2022
    Comerica Bank
    Wilmington, DE
  • 07/2021 → 08/2021
    Integrated Partners
    Waltham, MA
  • 09/2019 → 05/2023
    University Of Delaware
    Newark, DE
  • 05/2019 → 08/2019
    Amazon
    Milford, MA
  • 07/2017 → 08/2019
    Life Time Athletic
    Framingham, MA
  • 07/2017 → 09/2017
    Chamberlain Pines
    Holliston, MA
  • 07/2016 → 09/2016
    Boating In Boston
    Natick, MA
  • 09/2015 → 06/2019
    Hopkinton High School
    Hopkinton, MA
  • 09/2022 → 06/2024
    Biztext
    Newark, DE
  • 07/2024 → Present
    Lpl Financial Llc
    Worcester, MA
  • 08/2024 → Present
    Waltham, MA
Previous Registrations
Other Businesses

1) 08/09/2024 - Integrated Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/15/2024 - 160 Hr/Mth 8 hrs during Trading 2) 08/09/2024 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/15/2024 - 160 Hr/Mth 8 hrs during Trading 3) 08/15/2024 - Integrated Wealth Concepts LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 07/15/2024 - 160 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 7/2024. I expect to spend approximately 160 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. 4) 08/30/2024 - INTEGRATED FINANCIAL PARTNERS - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/12/2024 - 80 Hours Per Month/ 80 Hours during Trading 5) 08/30/2024 - INTEGRATED PARTNERS - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/12/2024 - 80 Hours Per Month/ 80 Hours during Trading 6. 09/16/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/04/2025 - 5 Hours Per Month/ 5 Hours during Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-17
  • S66 Uniform Combined State Law Examination
    2023-08-17
Other Names
  • Raymond Joseph Lucas
  • Raymond Joseph Lucas
  • Ray Joseph Lucas
  • Ray Joseph Lucas
  • Raymond Joseph Lucas

View on SEC IAPD

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