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Kristopher Desmarais Morin

Integrated Wealth Concepts LLC

Manchester, CT

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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 2026-05-08
  • CT RA
    APPROVED
    Since 2026-05-08

Branch Locations

1481 Pleasant Valley Road, Manchester, CT 06042 • 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 Stafford Springs CT 08/2025 Present
The Hartford Hartford CT 10/2017 03/2024
Neos Llc Hartford CT 05/2015 10/2017
Integrated Wealth Concepts Llc Stafford Springs CT 08/2025 05/2026
Integrated Wealth Concepts Llc Waltham MA 05/2026 Present
Three Peaks Capital Llc Enfield CT 05/2022 04/2026
  • 08/2025 → Present
    Lpl Financial
    Stafford Springs, CT
  • 10/2017 → 03/2024
    The Hartford
    Hartford, CT
  • 05/2015 → 10/2017
    Neos Llc
    Hartford, CT
  • 08/2025 → 05/2026
    Stafford Springs, CT
  • 05/2026 → Present
    Waltham, MA
  • 05/2022 → 04/2026
    Three Peaks Capital Llc
    Enfield, CT
Other Businesses

1- 01/2026 / Integrated Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 152 hrs mth / 152 hrs during trading / At reported business location(s) 2- 01/2026 / 64-68 HARTFORD AVENUE LLC / Real Estate Rental / Investment Related / 1 hr mth / Enfield, CT / Start date: 03/13/2017 3- 01/2026 / Coburn Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 152 hrs mth / 152 hrs during trading / At reported business location(s) 4- 01/2026 / 40-46 CHURCH STREET LLC / Real Estate Rental / Investment Related / 1 hr mth / Enfield, CT / Start date: 03/29/2017 5- 01/2026 / PLEASANT STREET, LLC / Real Estate Rental / Investment Related / 1 hr mth / Enfield, CT / Start date: 07/13/2018 6- 01/2026 / Integrated Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 152 hrs mth / 152 hrs during trading / At reported business location(s) 7- 01/2026 / STRESS FREE REAL ESTATE SOLUTIONS LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Enfield, CT / Start date: 11/25/2024 8- 01/2026 / Three Peaks Capital LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / Seattle, WA / Start date: 03/29/2022 9- 01/2026 / Three Peaks Growth Fund LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / Seattle, WA / Start date: 10/25/2022 10- 01/2026 / HN Fort Wayne Manager LLC / Real Estate Rental / Investment Related / Real Estate Rental / Investment Related / 1 hr mth / Seattle, WA / Start date: 02/23/2023 11- 01/2026 / AV Evansville MGR LLC / Real Estate Rental / Investment Related / Real Estate Rental / Investment Related / 1 hr mth / Seattle, WA / Start date: 09/07/2023 12- 01/2026 / AV Evansville Holdings LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / Seattle, WA / Start date: 06/14/2023 13- 01/28/2026 - Integrated Partners - Registered Investment Advisor DBA - Registered Admin - Investment Related - At Reported Business Location(s) - Start Date 08/12/2025 - 152 hours per month/ during trading 14- 01/28/2026 - Integrated Financial Partners - Registered Investment Advisor DBA - Registered Admin - Investment Related - At Reported Business Location(s) - Start Date 08/12/2025 - 152 hours per month/ during trading 15- 01/28/2026 - Integrated Wealth Concepts, LLC - Registered Investment Advisor Hybrid - Registered Admin - Investment Related - At Reported Business Location(s) - Start Date 01/11/2025 - 152 hours per month/ during trading - I provide administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 1/2026. 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. 16- 01/28/2026 - Coburn Financial - Registered Investment Advisor DBA - Registered Admin - Investment Related - At Reported Business Location(s) - Start Date 08/11/2025 - 152 hours per month/ during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-02
S65 Uniform Investment Adviser Law Examination 2025-05-29
  • S63 Uniform Securities Agent State Law Examination
    2026-02-02
  • S65 Uniform Investment Adviser Law Examination
    2025-05-29

View on SEC IAPD

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