Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-05-13 |
| CT | RA | APPROVED | 2016-10-18 |
Branch Locations
95 Glastonbury Boulevard 3Rd Floor, Suite 301, Glastonbury, CT 06033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Glastonbury | CT | 12/2003 | 09/2016 |
| Lpl Financial, Llc | Glastonbury | CT | 10/2016 | Present |
| Integrated Wealth Concepts, Llc | Glastonbury | CT | 10/2016 | Present |
(1) 10/07/2016: No Business Name - Non-Variable Insurance - Investment Related - 115 Glastonbury Blvd, 2nd floor, Glastonbury, CT 06033 - Start 03/01/2009 - 6 Hr/Mo; 5 Hour(s) During Securities Trading; 5% Time Spent - Accident/Health, LTC, Term life, and health savings accounts (2) 10/07/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 54% Time Spent (3) 11/01/2016: Integrated Financial Partners - Registered Investment Advisor DBA - Investment Related - 115 Glastonbury Blvd, 2nd Floor, Glastonbury, CT 06033, - 46% Time Spent - I provide investment advisory services through INTEGRATED WEALTH CONCEPTS LLC, 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. (4) 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. (5) 5/5/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-07 |
Reach out to this advisor