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Andrew Seymour Adil

Integrated Wealth Concepts LLC

South Windsor, 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 2021-07-12
  • CT RA
    APPROVED
    Since 2021-07-12

Branch Locations

1340 Sullivan Avenue, South Windsor, CT 06074 • 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
Metlife Securities Guilford CT 06/2015 03/2017
Massachusetts Mutual Life Insurance Company Springfield MA 07/2016 10/2017
Mml Investors Services, Llc Glastonbury CT 03/2017 10/2017
Coburn & Meredith Inc Simsbury CT 10/2017 07/2021
Lpl Financial, Llc South Windsor CT 06/2021 Present
Integrated Wealth Concepts, Llc South Windsor CT 07/2021 Present
  • 06/2015 → 03/2017
    Metlife Securities
    Guilford, CT
  • 07/2016 → 10/2017
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 03/2017 → 10/2017
    Glastonbury, CT
  • 10/2017 → 07/2021
    Coburn & Meredith Inc
    Simsbury, CT
  • 06/2021 → Present
    Lpl Financial, Llc
    South Windsor, CT
  • 07/2021 → Present
    South Windsor, CT
Previous Registrations
  • 2017-10-26 → 2021-07-12
    Coburn & Meredith, Inc.
    South Windsor, CT
    Simsbury, CT
  • 2017-03-25 → 2017-06-28
    Glastonbury, CT
  • 2015-09-30 → 2017-03-25
    Msi Financial Services, Inc.
    Glastonbury, CT
  • 2014-01-21 → 2015-04-06
    East Hartford, CT
  • 2013-09-03 → 2013-12-19
    Cetera Wealth Services, Llc
    Hartford, CT
    Hartford, CT
  • 2004-04-23 → 2013-09-03
    Tower Square Securities, Inc.
    Hartford, CT
    Hartford, CT
    Glastonbury, CT
Other Businesses

1. 7/12/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/12/2021 - Coburn Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/12/2021. 3. 7/15/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 07/12/2021 - 160 Hours Per Month/I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 7/2021. 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. 4. 7/15/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 5. 7/15/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Coburn Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 6. 7/15/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 7. 7/26/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 8. 8/10/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 7/12/2021 - 5 Hours Per Month/5 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-07
  • S66 Uniform Combined State Law Examination
    2004-04-07
Other Names
  • Andrews S Adil

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