Best Investors Account Sign in
Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-11
CT RA APPROVED 2016-11-04
  • TX RA
    APPROVED_RES
    Since 2026-03-11
  • CT RA
    APPROVED
    Since 2016-11-04

Branch Locations

95 Glastonbury Boulevard 3Rd Floor, Suite 301, Glastonbury, CT 06033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Securities Corporation Glastonbury CT 03/2010 09/2016
Lpl Financial Llc Glastonbury CT 10/2016 Present
Integrated Wealth Concepts Llc Glastonbury CT 10/2016 Present
Previous Registrations
  • 2010-03-31 → 2016-11-04
    Osaic Fa, Inc.
    Glastonbury, CT
  • 2009-11-17 → 2010-02-19
    Td Wealth Management Services Inc.
    Southington, CT
    West Hartford, CT
    Waterbury, CT
  • 2002-09-13 → 2009-11-17
    Cetera Investment Services Llc
    Southington, CT
  • 2000-09-20 → 2002-09-27
    Farmington , 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 BOULEVARD, 2nd Floor GLASTONBURY, CT. 06033 - Start 04/01/2010 - 10 Hr/Mo; 4 Hour(s) During Securities Trading; 3% Time Spent - ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, long term care AND TRADITIONAL LIFE INSURANCE PRODUCTS (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) 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. (6) 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-28
S63 Uniform Securities Agent State Law Examination 1995-10-27
  • S65 Uniform Investment Adviser Law Examination
    1999-06-28
  • S63 Uniform Securities Agent State Law Examination
    1995-10-27
Other Names
  • Steve Joyner

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Glastonbury, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor