Daniel Edward Frankel

Current Employers

Employment History

• 02/2008 → Present
  Ellis Insurance Agency, Inc.
  Natick, MA
• 12/2009 → 11/2016
  Lincoln Financial Advisors
  Natick, MA
• 11/2016 → Present
  Lpl Financial, Llc
  Waltham, MA
• 11/2016 → Present
  Integrated Wealth Concepts Llc
  Rockland, MA

Previous Registrations

• 2012-06-19 → 2016-11-20
  Osaic Fa, Inc.
  Waltham, MA
  Natick, MA

Other Businesses

1. 11/10/2016 - INTEGRATED FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 2/3/2017 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in November 2016. I expect to spend a nominal amount of my time on this activity. Please see the Form ADV of the advisory firm 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. 3. 2/3/2017 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR. 4. 5/17/2017 - Ellis Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/02/2017 - 8 Hours Per Month/4 Hours During Securities Trading. 5. 12/8/2021 - Integrated Wealth Concepts - DBA: Acacia Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/01/2021 - 1 Hour Per Month During Securities Trading. 6. 1/3/2022 - Acacia Insurance - Investment Related - At Reported Business Location(s) - Property and Casualty - Started 09/17/2021 - 120 Hours Per Month During Securities Trading. 7. 2/2/2022 - Integrated Wealth Concepts - DBA: (Hybrid) Acacia Financial Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/25/2022 - 5 Hours Per Month During Securities Trading. 8. 2/2/2022 - Acacia Financial Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/25/2022 - 2 Hours Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-11
• S63 Uniform Securities Agent State Law Examination
  2006-05-19

Other Names

• Dan Frankel