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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-10-17
  • MA RA
    APPROVED
    Since 2016-10-17

Branch Locations

200 5Th Ave Suite 4010, Waltham, MA 02451 • 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
Peter Mcmahon, P.C. Plymouth MA 01/2002 Present
Lincoln Financial Advisors Corp Plymouth MA 10/2009 10/2016
Lpl Financial Llc Waltham MA 10/2016 Present
Integrated Wealth Concepts Llc Waltham MA 10/2016 Present
  • 01/2002 → Present
    Peter Mcmahon, P.C.
    Plymouth, MA
  • 10/2009 → 10/2016
    Lincoln Financial Advisors Corp
    Plymouth, MA
  • 10/2016 → Present
    Lpl Financial Llc
    Waltham, MA
  • 10/2016 → Present
    Waltham, MA
Previous Registrations
  • 2011-04-14 → 2016-10-12
    Osaic Fa, Inc.
    Plymouth, MA
    Waltham, MA
    Glastonbury, CT
    Waltham, MA
Other Businesses

1. 10/07/2016 - PETER MCMAHON, P.C./ CPA AFFILIATE PROGRAM/ 100%/ PLYMOUTH, MA 2. 10/07/2016 - PETER MCMAHON/ NON-VARIABLE INSURANCE/ 1%/ PLYMOUTH, MA 3. 10/07/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ WALTHAM, MA 4. 11/30/2016 - Integrated Wealth Concepts - 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. 5. 11/30/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-15
  • S66 Uniform Combined State Law Examination
    2011-02-15

View on SEC IAPD

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