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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-12-12
  • VA RA
    APPROVED
    Since 2016-12-12

Branch Locations

4000 Legato Rd Suite 410, Fairfax, VA 22033 • 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
Daniel Gillilard, Cpa Falls Church VA 07/1987 Present
Daniel G. Gilliland Insurance Falls Church VA 08/1992 Present
Lincoln Financial Advisors Falls Church VA 01/2013 11/2016
Lpl Financial Llc Fairfax VA 11/2016 Present
Integrated Wealth Concepts Llc Fairfax VA 12/2016 Present
  • 07/1987 → Present
    Daniel Gillilard, Cpa
    Falls Church, VA
  • 08/1992 → Present
    Daniel G. Gilliland Insurance
    Falls Church, VA
  • 01/2013 → 11/2016
    Lincoln Financial Advisors
    Falls Church, VA
  • 11/2016 → Present
    Lpl Financial Llc
    Fairfax, VA
  • 12/2016 → Present
    Fairfax, VA
Previous Registrations
  • 2013-01-11 → 2016-11-10
    Osaic Fa, Inc.
    Falls Church, VA
    Glastonbury, CT
    Waltham, MA
  • 2010-01-15 → 2013-01-14
    Ssn Advisory, Inc.
    Falls Church, VA
Other Businesses

1. 11/04/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ FAIRFAX, VA 2. 11/04/2016 - DANIEL GILLILAND/ REAL ESTATE RENTAL/ 1%/ 7342 HOWARD COURT, FALLS CHURCH, VA 22043 3. 11/04/2016 - DANIEL GILLILAND/ NON-VARIABLE INSURANCE/ 0%/ FALLS CHURCH, VA 4. 11/04/2016 - GILLILAND & ASSOCIATES, PC/ CPA AFFILIATE PROGRAM/ 100%/ FALLS CHURCH, VA 5. 12/14/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - CPA with a hybrid RIA - Time Spent 100%. 6. 12/14/2016 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in December 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-10
S63 Uniform Securities Agent State Law Examination 1991-12-11
  • S65 Uniform Investment Adviser Law Examination
    2009-12-10
  • S63 Uniform Securities Agent State Law Examination
    1991-12-11
Other Names
  • Daniel G Gilliland
  • Dan Gilliland
  • Dan G Gilliland

View on SEC IAPD

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