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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-27 |
Branch Locations
100 North Parkway Suite 201, Worcester, MA 01605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-17 |
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