John Orion Florence

Current Employers

Employment History

• 12/2003 → 09/2016
  Lincoln Financial Advisors Corp
  Waltham, MA
• 09/2016 → Present
  Lpl Financial, Llc
  Waltham, MA
• 09/2016 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2003-12-12 → 2016-09-28
  Osaic Fa, Inc.
  Waltham, MA
  Waltham, MA
• 2003-05-08 → 2003-12-01
  Veravest Investment Advisors, Inc.
  Waltham, MA

Other Businesses

(1) 09/23/2016: John O. Florence Jr. - Non-Variable Insurance - Investment Related - 300 Fifth Ave, 3rd floor, waltham, MA 02451 - Start 01/01/2008 - 5 Hr/Mo; 1 Hour(s) During Securities Trading; 1% Time Spent - Fixed, LTC, Life (2) 10/31/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent. (3) 11/18/2016: Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - (Hybrid) Integrated Financial Partners - Time Spent 100% - IAR. (4) 11/18/2016: Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in September 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. (5) 9/25/2019 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/01/2019 - 5 Hours Per Month/5 Hours During Securities Trading. (6) 5/3/2021 - 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

• S65 Uniform Investment Adviser Law Examination
  2002-10-22
• S63 Uniform Securities Agent State Law Examination
  1998-09-11

Other Names

• Jr John Orion Florence