Don Eugene Meredith

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2016-12-05
VA	RA	APPROVED	2016-10-28

TX RA
APPROVED_RES

Since 2016-12-05
VA RA
APPROVED

Since 2016-10-28

Branch Locations

555 Belaire Avenue Suite 140, Chesapeake, VA 23320 • United States

471 Mclaws Circle Suite B, Williamsburg, VA 23185 • 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

Organization	City	State	From	To
Lincoln Financial Advisors	Chesapeake	VA	05/2011	09/2016
Lpl Financial Llc	Chesapeake	VA	10/2016	Present
Integrated Wealth Concepts Llc	Chesapeake	VA	10/2016	Present

05/2011 → 09/2016

Lincoln Financial Advisors

Chesapeake, VA
10/2016 → Present

Lpl Financial Llc

Chesapeake, VA
10/2016 → Present

Integrated Wealth Concepts Llc

Chesapeake, VA

Previous Registrations

2011-05-06 → 2016-11-15

Osaic Fa, Inc.

Chesapeake, VA

Glastonbury, CT

Chesapeake, VA
2005-08-10 → 2011-05-13

Ameriprise Financial Services, Llc

Virginia Beach, VA

Raleigh, NC

Raleigh, NC

Other Businesses

1. 10/21/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 55%/ CHESAPEAKE, VA 2. 10/21/2016 - DON MEREDITH / NON-VARIABLE INSURANCE/ 5%/ CHESAPEAKE, VA 3. 10/21/2016 - MFA, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 2%/ CHESAPEAKE, VA 4. 11/18/2016 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 45% - IAR - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 45% of my time 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. 01/08/2018 - Planners Staffing Company - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/01/2018 - 2 Hours Per Month / 0 Hours During Trading - The purpose is to use as a holding company so the hybrid RIA offices can share a third party PEO for their office/staffing needs. There will be no checks, but Don will be the only person on the account. This is a single person LLC. 6. 4/28/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Stated 04/01/2021 - 1 Hour Per Month During Securities Trading. 7. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2021 - 1 Hour Per Month During Securities Trading. 8. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/01/2021 - 1 Hour Per Month During Securities Trading. 9. 05/25/2022 - Wealth Management of Williamsburg - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/01/2022 - 1 Hours Per Month/ 1 Hours During Securities Trading. 10. 05/25/2022 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 05/01/2022 - 1 Hours Per Month/ 1 Hours During Securities Trading.