Timothy Harry Riis

Current Employers

Employment History

• 12/1995 → 05/2019
  The Lincoln National Life Insurance Company
  San Diego, CA
• 12/1995 → 05/2019
  Lincoln Financial Advisors Corporation
  San Diego, CA
• 05/2019 → Present
  Lpl Financial Llc
  San Diego, CA
• 05/2019 → Present
  Integrated Wealth Concepts, Llc
  San Diego, CA

Previous Registrations

• 1997-07-08 → 2019-05-16
  Osaic Fa, Inc.
  San Diego, CA
  San Diego, CA

Other Businesses

1. 5/10/2019 - The Mohr Financial Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1984 - Time Spent 100%. 2. 5/14/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) The Mohr Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/2019 - 112 Hours Per Month - Time Spent 70%. 3. 5/14/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/2016 - 112 Hours Per Month - Time Spent 70% - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 05/2019. I expect to spend approximately 112 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. 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 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. 6. 5/7/2021 - Integrated Financial 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. 5/11/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 05/01/2021 - 0 Hours Per Month. 8. 04/05/2024 - Riis Financial Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 02/15/2024 - 10 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-24

Other Names

• Timothy H Riis
• Timothy H Risberg