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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-03 |
Branch Locations
200 Fifth Avenue Suite 4010, Waltham, MA 02451 • United States
29 Crafts Street Suite 510, Newton, MA 02458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Waltham | MA | 09/2019 | 12/2021 |
| Bny Mellon Investment Servicing Us Inc. | Westborough | MA | 05/2018 | 09/2019 |
| Commonwealth Of Massachusetts | Amherst | MA | 01/2015 | 06/2018 |
| Lpl Financial Llc | Waltham | MA | 12/2021 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 01/2023 | Present |
1) 12/2021- Integrated Partners- DBA for LPL Business (entity for LPL business)- inv. related- Waltham, MA 2) 12/2021-Integrated Financial Partners- DBA for LPL Business (entity for LPL business)- inv. related- Waltham, MA 3) 2/15/2023 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/03/2023 - 80 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 1/2023. I expect to spend approximately 80 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) 2/15/2023 - Integrated Wealth Concepts - DBA: Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 01/03/2023 - 0 Hours Per Month/0 Hours During Securities Trading 5) 2/15/2023 - Integrated Wealth Concepts - DBA: Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 01/03/2023 - 80 Hours Per Month/80 Hours During Securities Trading 6) 05/19/2023 - The Salkins Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/01/2023 - 80 Hours Per Month/80 Hours During Securities Trading 7) 05/19/2023 - The Salkins Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/01/2023 - 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-15 |
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