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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-05 |
Branch Locations
4000 Legato Road Suite 410, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Wealth Concepts | Waltham | MA | 06/2026 | Present |
| Valeo Financial Advisors | Carmel | IN | 06/2023 | 09/2025 |
| Virginia Tech | Blacksburg | VA | 08/2019 | 05/2023 |
| St. Christopher's Episcopal School | Richmond | VA | 08/2013 | 05/2019 |
| Hopwood Financial Services | Reston | VA | 06/2022 | 08/2022 |
| Lpl Financial | Fairfax | VA | 10/2025 | Present |
1) 10/29/2025 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 11/05/2025 - Integrated Wealth Concepts LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 160 hours per month/ 40 hours during trading - I provide administrative support to Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 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) 11/05/2025 - Integrated Financial Partners - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 160 hours per month/ 40 hours during trading 4) 11/05/2025 - Integrated Partners - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 160 hours per month/ 40 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-29 |
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