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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-26 |
| LA | RA | APPROVED | 2019-05-13 |
| TX | RA | APPROVED | 2018-05-04 |
| MA | RA | APPROVED | 2017-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| 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)1/20/17- Integrated Financial Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2)1/20/17- Non-Variable Insurance- Inv. Related- at reported business location(s)-start date 1/1/1998- 5% 3)1/20/17- Bulfinch Wealth Advisors, Inc- Business Entity For Tax/Investment Purposes Only- inv-related- Waltham, MA - 100% 4) 10/10/2018 - 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 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 5) 10/10/2018 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 1/20/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - 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 160 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) 9/25/2021 - 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-17 |
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