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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-05-13 |
| TX | RA | APPROVED | 2018-05-04 |
| MA | RA | APPROVED | 2017-01-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Waltham | MA | 12/2003 | 01/2017 |
| Lpl Financial Llc | Waltham | MA | 01/2017 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2017 | Present |
1. 01/20/2017 - BULFINCH WEALTH ADVISORS, INC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/INV. RELATED- 100%/ WALTHAM, MA 2. 01/20/2017 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INV. RELATED- 100%/ WALTHAM, MA 3. 01/20/2017 - STEPHEN FABERMAN/ NON-VARIABLE INSURANCE/ 5%/ WALTHAM, MA 4. 10/17/2018 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/20/2017 - 140 Hours Per Month During Securities Trading - Time Spent 80%. 5. 10/17/2018 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 1/20/2017 - 140 Hours Per Month During Securities Trading - Time Spent 80% - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 01/2017. I expect to spend approximately 140 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. 9/25/2019 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/01/2019 - 5 Hours Per Month During Securities Trading. 7. 5/3/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2021 - 1 Hour Per Month During Securities Trading. 8. 07/13/2022 - DK Golf - Not Investment Related - Other - Partnership - Start Date - 01/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-14 |
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