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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-09 |
Branch Locations
44 Old Ridgebury Road Suite P-140, Danbury, CT 06810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Danbury | CT | 02/2025 | Present |
| Integrated Wealth Concepts Llc | Danbury | CT | 02/2025 | 12/2025 |
| Signpost | Denver | CO | 01/2017 | 10/2017 |
| Insports Centers | Trumbull | CT | 05/2016 | 01/2017 |
| Miller Environmental Group | Stamford | CT | 11/2023 | 02/2025 |
| Momentum Solar | East Berlin | CT | 04/2023 | 10/2023 |
| New England Skyline Builders | Stamford | CT | 11/2019 | 04/2023 |
| Unemployed | Redding | CT | 09/2019 | 11/2019 |
| Diversified Builders | Redding | CT | 06/2019 | 09/2019 |
| Entertainment Partners Services | Buirbank | CA | 11/2018 | 06/2019 |
| Zocdoc | New York | NY | 11/2017 | 11/2018 |
| Integrated Wealth Concepts Llc | Waltham | MA | 12/2025 | Present |
1. 10/2025 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/15/2025 2. 10/2025 - Beyond The Bag Podcast LLC - Podcast - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Akron, Ohio 44333 - OBA Start Date: 09/11/2025 3. 10/2025 - Integrated Partners - DBA for LPL Business (entity for LPL business) - Investment related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/15/2025- 4. 10/22/2025- Integrated Wealth Concepts, LLC- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 02/26/2025- I provide administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 1 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. 5. 10/22/2025- Integrated Partners- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 02/26/2025- 80 Hours During Trading 6. 10/22/2025- Integrated Financial Partners- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 2/26/2025- 80 Hours Per Month- 80 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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