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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-20 |
Branch Locations
8545 Executive Woods Drive Suite 3, Lincoln, NE 68512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2026 | Present |
| All Pro Auto Parts | Lincoln | NE | 05/2014 | 09/2017 |
| Dicks Sporting Goods | Lincoln | NE | 09/2017 | 05/2018 |
| General Fire And Saftey | Lincoln | NE | 05/2018 | 03/2019 |
| Southeast Community College | Lincoln | NE | 10/2016 | 05/2019 |
| Northwestern Mutual | Lincoln | NE | 03/2019 | 09/2019 |
| University Of Nebraska - Lincoln | Lincoln | NE | 08/2019 | 03/2020 |
| Unemployed | Lincoln | NE | 09/2019 | 03/2020 |
| Scheffert Insurance Agency | Lincoln | NE | 03/2020 | 03/2021 |
| Shelter Insurance | Lincoln | NE | 03/2021 | 01/2022 |
| Rhythm Financial Group | Lincoln | NE | 01/2022 | 06/2022 |
| Lpl Financial | Lincoln | NE | 07/2022 | Present |
1.08/10/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Rhythm Financial Group /; Investment Related; at Reported Business Location(s); Start Date 07/05/2022; hrs/mth; hrs during trading 2.05/18/2026; (Hybrid) Integrated Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 04/22/2026; 160hrs/mth; 130hrs during trading; I will provide financial investing services for our clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
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