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Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-12-09
  • CT RA
    APPROVED
    Since 2025-12-09

Branch Locations

44 Old Ridgebury Road Suite P-140, Danbury, CT 06810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2025 → Present
    Lpl Financial
    Danbury, CT
  • 02/2025 → 12/2025
    Danbury, CT
  • 01/2017 → 10/2017
    Signpost
    Denver, CO
  • 05/2016 → 01/2017
    Insports Centers
    Trumbull, CT
  • 11/2023 → 02/2025
    Miller Environmental Group
    Stamford, CT
  • 04/2023 → 10/2023
    Momentum Solar
    East Berlin, CT
  • 11/2019 → 04/2023
    New England Skyline Builders
    Stamford, CT
  • 09/2019 → 11/2019
    Unemployed
    Redding, CT
  • 06/2019 → 09/2019
    Diversified Builders
    Redding, CT
  • 11/2018 → 06/2019
    Entertainment Partners Services
    Buirbank, CA
  • 11/2017 → 11/2018
    Zocdoc
    New York, NY
  • 12/2025 → Present
    Waltham, MA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-25
S65 Uniform Investment Adviser Law Examination 2025-06-18
  • S63 Uniform Securities Agent State Law Examination
    2025-11-25
  • S65 Uniform Investment Adviser Law Examination
    2025-06-18

View on SEC IAPD

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