Ann Lamontagne Swartz

Current Employers

Employment History

• 03/2014 → 09/2016
  Lincoln Financial Advisors Corporation
  Waltham, MA
• 09/2016 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA
• 09/2016 → Present
  Lpl Financial, Llc
  Waltham, MA

Previous Registrations

• 2014-03-25 → 2016-10-04
  Osaic Fa, Inc.
  Waltham, MA
• 2002-12-03 → 2013-04-11
  New England Securities
  East Providence, RI
  Boston, MA

Other Businesses

(1) 10/31/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent. (2) 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 100% - IAR. (3) 11/18/2016: Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 100% 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. (4) 5/29/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 05/01/2019 - 160 Hours Per Month/40 Hours During Securities Trading. (5) 6/4/2019 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2019 - 160 Hours Per Month/40 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-12-09

Designations