Best Investors
Account
Sign in
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-11 |
Reach out to this advisor