Kevin Michael Palmieri

Current Employers

Employment History

• 12/2003 → 09/2016
  Lincoln Financial Advisors Corp
  Glastonbury, CT
• 10/2016 → Present
  Lpl Financial, Llc
  Glastonbury, CT
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Glastonbury, CT

Previous Registrations

• 2003-12-18 → 2016-10-21
  Osaic Fa, Inc.
  Glastonbury, CT
  Glastonbury, CT
• 2000-03-07 → 2003-12-18
  Veravest Investment Advisors, Inc.
  Glastonbury, CT

Other Businesses

1) 10/07/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 10/07/2016: No Business Name - Non-Variable Insurance - Investment Related - 115 Glastonbury Blvd, Glastonbury, CT 06033 - Start 11/02/2004 - 2 Hr/Mo; 1 Hour(s) During Securities Trading; 2% Time Spent - disability, LTC, and health insurance 3) 10/25/2016: Integrated Wealth Concepts - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - 115 GLASTONBURY BLVD, 2nd Floor, GLASTONBURY, CT 06033 - 100% Time Spent - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 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. 4) 11/01/2016: Integrated Wealth Concepts - Registered Investment Advisor DBA - DBA: (Hybrid) Integrated Financial Partners - Investment Related - 115 GLASTONBURY BLVD, 2nd Floor, GLASTONBURY, CT 06033 - 100% Time Spent 5) 12/11/2020 - Southington High School Centre Court Club, Town of Southington - Not Investment Related - Southington High School, Joseph A. DePaolo Middle School, Southington CT 06489 - Other-Coach - Assistant Coach - Started 06/15/2019 - 8 Hours Per Month/0 Hours During Securities Trading - "Assistant Coach" for high school tennis program, role is to assist the head coach in development of the underclassmen younger players. 6) 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. 7) 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-15
• S65 Uniform Investment Adviser Law Examination
  1999-12-29