Andrew J Ross

Current Employers

Employment History

• 02/2014 → 10/2016
  Lincoln Financial Advisors
  Waltham, MA
• 10/2016 → Present
  Lpl Financial, Llc
  Waltham, MA
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2014-03-10 → 2016-10-20
  Osaic Fa, Inc.
  Waltham, MA
• 2014-01-24 → 2014-02-04
  Davinci Capital Management, Inc.
  Cambridge, MA
  Cambridge, MA

Other Businesses

(1) 10/04/2016: Andrew Ross - Non-Variable Insurance - Investment Related - 300 Fifth Ave, 3rd floor, Waltham, MA 02451 - Start 02/01/2014 - 25 Hr/Mo; 2 Hour(s) During Securities Trading; 20% Time Spent - Health, Disability, Fixed, Life (2) 10/04/2016: No Business Name - Real Estate Rental - Investment Related - 42 Paris St, Bedford, MA 02155 - Start 08/19/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading; 1% Time Spent (3) 10/31/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent. (4) 11/18/2016: Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. (5) 11/18/2016: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - 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. (6) 9/25/2019 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/01/2019 - 5 Hours Per Month During Securities Trading. (7) 7/28/2020 - W.A.G. Estate, LLC - Investment Related - Texas - Real Estate Rental - Member/Secretary - Started 05/20/2020 - 4 Hours Per Month During Securities Trading - Active member in an LLC which is comprised of real estate/rental propertys. This is wife's LLC. (8) 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-10
• S66 Uniform Combined State Law Examination
  2008-12-17

Designations

Other Names

• Andrew Ross
• Andrew C Ross