Anthony James Designor

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2021-02-08
LA	RA	APPROVED	2019-05-13

CO RA
APPROVED

Since 2021-02-08
LA RA
APPROVED

Since 2019-05-13

Branch Locations

Woodland Park, CO • 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

Organization	City	State	From	To
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	06/2017
Morgan Stanley Smith Barney Llc	Chicago	IL	06/2013	06/2017
Lpl Financial, Llc	Woodland Park	CO	06/2017	Present
Integrated Wealth Concepts, Llc	Woodland Park	CO	06/2017	Present

01/2015 → 06/2017

Morgan Stanley Private Bank, National Association

New York, NY
06/2013 → 06/2017

Morgan Stanley Smith Barney Llc

Chicago, IL
06/2017 → Present

Lpl Financial, Llc

Woodland Park, CO
06/2017 → Present

Integrated Wealth Concepts, Llc

Woodland Park, CO

Previous Registrations

2010-03-10 → 2017-06-19

Morgan Stanley

Chicago, IL

Other Businesses

1.06/16/2017 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ 1%/ 837 S WESTERN AVE UNIT 302, CHICAGO, IL 60612-4692 2.06/16/2017 - INTEGRATED FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 6/16/2017 - Time Spent 100%. 3.06/16/2017 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ 1%/ 837 S WESTERN AVE, UNIT P5 CHICAGO, IL 60612-4689 4. 6/21/2017 - INTEGRATED WEALTH CONCEPTS LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 6/16/2017 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through INTEGRATED WEALTH CONCEPTS, LLC, an independent investment advisor firm. I started this business activity in 06/2017. 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. 5. 6/21/2017 - INTEGRATED WEALTH CONCEPTS LLC - DBA: (Hybrid) INTEGRATED FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 6/16/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 6. 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. 7. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/01/2021 - 1 Hour Per Month During Securities Trading. 8. 12/29/2021 - The Forge, LLC - Investment Related - 530 E Chester Avenue, Woodland Park, CO, 80863 - Other-Business Owner - Started 08/05/2021 - 1 Hour Per Month/0 Hours During Securities Trading - The source of revenue for this entity will come 100% from daily operations of the Rock Climbing Gym. 9. 02/23/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 06/16/2017 - 5 Hours Per Month/5 Hours During Securities Trading.