Harrison Till

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 12/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Jolla, CA
• 10/2012 → 12/2019
  Bank Of America, N.A.
  La Jolla, CA
• 12/2019 → 12/2023
  Lpl Financial, Llc
  Fort Lee, NJ
• 10/2019 → Present
  Integrated Wealth Concepts, Llc
  Fort Lee, NJ

Previous Registrations

• 2010-12-09 → 2019-12-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
  San Diego, CA
  San Diego, CA
  La Jolla, CA
  La Jolla, CA
  New York, NY

Other Businesses

1. 12/6/2019 - IFP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 15% - Fixed insurance. 2. 12/11/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/06/2019 - 5 Hours Per Month During Securities Trading. 3. 12/11/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/06/2019 - 160 Hours Per Month During Securities Trading. 4. 12/11/2019 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/06/2019 - 160 Hours Per Month 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 12/2019. 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. 3/29/2021 - Till Advisory and Capital Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/09/2019 - 0 Hours Per Month - Employment Income documented for tax purposes. 6. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 7. 08/31/2022 - Till Advisory and Capital Management, LLC - Investment Reported - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 09/07/2022 - 160 Hours Per Month/5 Hours During Securities Trading 8. 1/1/2024 - Integrated Wealth Concepts - KONVERGENT WEALTH PARTNERS DBA - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/01/2024 - 1 Hour Per Month/1 Hour During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-01