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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-26 |
| CA | RA | APPROVED | 2019-01-17 |
Branch Locations
1921 Palomar Oaks Way Suite 100, Carlsbad, CA 92008 • United States
533 S. Vinewood Street, Escondido, CA 92029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Carlsbad | CA | 03/2009 | Present |
| Independent Financial Partners | Carlsbad | CA | 07/2011 | 01/2019 |
| Integrated Wealth Concepts, Llc | Carlsbad | CA | 01/2019 | Present |
1. 03/06/2009 - WealthBridge Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 03/06/2009 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 10% - Sales of fixed term, universal life, disability, LTC insurance and fixed annuities. 3. 6/18/2009 - WealthBridge Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 15% - Provide financial plans, consulting and paid hourly and/or a fixed fee. 4. 3/31/2010 - WEALTHBRIDGE FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - Time Spent 5% - FIXED INSURANCE BUSINESS. 5. 7/29/2010 - WealthBridge Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 50%. 6. 3/12/2019 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/22/2019 - 120 Hours Per Month/40 Hours During Securities Trading. 7. 8/26/2019 - Vantedge Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/17/2019 - 100 Hours Per Month During Securities Trading. 8. 8/28/2019 - Integrated Wealth Concepts - DBA: (Hybrid) Vantedge Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/17/2019 - 100 Hours Per Month During Securities Trading. 9. 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. 10. 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. 11. 5/26/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Vantedge Capital Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/01/2021 - 80 Hours Per Month During Securities Trading. 12. 6/15/2021 - Vantedge Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2021 - 80 Hours Per Month During Securities Trading. 13. 02/28/2024 - Wright Ford Young Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 5 Hours Per Month/ During Trading 14. 02/28/2024 - WFY Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 5 Hours Per Month/ During Trading 15. 02/28/2024 - Wright Ford Young & Co Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 5 Hours Per Month/ During Trading 16) 04/02/2025 - RetirementDNA - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:03/24/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 17 ) 04/23/2025 - (HYBRID) INTEGRATED WEALTH CONCEPTS - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 04/01/2025 -15 Hrs/Mth -15 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-21 |
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