Chad Dilisio

Current Employers

Employment History

• 07/2019 → 03/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 05/2015 → 07/2019
  R.DIlisio Company
  Lynn, MA
• 07/2015 → 05/2019
  Bryant University
  Smithfield, RI
• 04/2020 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 12/2020 → 03/2021
  Unemployed
  Providence, RI
• 04/2021 → Present
  Lpl Financial, Llc
  Waltham, MA
• 04/2021 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2020-02-03 → 2020-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Riverside, RI

Other Businesses

1. 5/3/2021 - INTEGRATED FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 5/25/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 05/3/2021 - Time Spent 20% - I provide administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 20 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. 5/26/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/3/2021 - Time Spent 20%. 4. 5/25/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/3/2021 - Time Spent 20%. 5. 5/27/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Registered Admin. - Started 05/03/2021 - 80 Hours Per Month During Securities Trading. 6. 8/10/2021 - Integrated Wealth Concepts - DBA: (Hybrid) The Salkins Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 08/01/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 7. 8/24/2021 - The Salkins Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/01/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 8. 01/09/2024 - Alkon Financial Services - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 40 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31

Other Names

• Chad Phillip Andrew Dilisio