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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-08 |
Branch Locations
1481 Pleasant Valley Road, Manchester, CT 06042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-29 |
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