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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Middleton | MA | 09/2018 | 11/2019 |
| Reveneer Inc | Woburn | MA | 02/2015 | 06/2018 |
| Lpl Financial, Llc | Danvers | MA | 11/2019 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 01/2020 | 12/2021 |
| Integrated Weath Concepts Llc | Waltham | MA | 12/2021 | 03/2026 |
1) 2020-01-22 - Youth Sports Official - Other - Sports - Other - Sports - N - at reported business location(s) - 2020-01-22 - hrs/mth - hrs/mth during trading 2) 2020-01-22 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2020-01-22 - hrs/mth - hrs/mth during trading 3) 2020-02-10 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Integrated Partners - Registered Investment Advisor DBA - Y - at reported business location(s) - 2020-01-22 - 0hrs/mth - 0hrs/mth during trading - 4) 2026-03-30 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Ipswich Bay Advisors - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-23 - 160hrs/mth - 160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-21 |
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