David Eric Appel

Current Employers

Employment History

• 01/1995 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 06/2026 → Present
  Lpl Financial
  Waltham, MA
• 06/2026 → Present
  Integrated Wealth Concepts
  Waltham, MA
• 11/2018 → 12/2023
  Royal Alliance Associates, Inc.
  Newton, MA
• 01/2024 → 11/2025
  Lion Street Financial
  Newton, MA
• 01/2024 → 11/2025
  Lion Street Advisors
  Newton, MA
• 11/2025 → 05/2026
  Integrity Alliance, Llc.
  Newton, MA

Previous Registrations

• 2026-01-02 → 2026-06-05
  Integrity Alliance, Llc.
  Newton, MA
• 2024-01-30 → 2025-11-03
  Lion Street Advisors, Llc
  Austin, TX
  Newton, MA

Other Businesses

1. 06/2026 - Appel Insurance Advisors, LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 40 Hour(s)/Month – 0 Hour(s) During Trading – At Reported Business Location(s) – OBA Start Date 11/01/2011 2. 06/2026 - 8 Luck Grove South - Real Estate Rental - Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Bridgton, ME – OBA Start Date: 09/01/2024 3. 06/2026 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/1/2026 4. 06/2026 - Integrated partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/1/2026 5. 07/01/2026- Integrated Wealth Concepts LLC - Registered Investment Advisor Hybrid- Investment Related - At Reported Business Location(s) - Start Date 06/01/2026 - 160 hours per month/ during trading - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 6/20206. 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. 6. 07/01/2026- Integrated Partners - Registered Investment Advisor DBA- Investment Related - At Reported Business Location(s) - Start Date 06/01/2026 - 160 hours per month/ during trading 7. 07/01/2026- Integrated Financial Partners - Registered Investment Advisor DBA- Investment Related - At Reported Business Location(s) - Start Date 06/01/2026 - 160 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-05
• S63 Uniform Securities Agent State Law Examination
  1992-12-15

Designations