David Kline

Current Employers

Employment History

• 04/2014 → 09/2016
  Lincoln Financial Advisors
  Waltham, MA
• 09/2016 → Present
  Lpl Financial, Llc
  Waltham, MA
• 09/2016 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2014-07-01 → 2016-10-27
  Osaic Fa, Inc.
  Waltham, MA
• 2010-09-29 → 2014-04-22
  Strategic Advisers Llc
  Boston, MA
  Boston, MA

Other Businesses

(1) 09/29/2016: David Kline - Non-Variable Insurance - Investment Related - 300 Fifth Ave, 3rd floor Waltham, MA 02451 - Start 09/01/2010 - 6 Hr/Mo; 6 Hour(s) During Securities Trading; 5% Time Spent - Fixed, Life, LTC, Health/disability, accident (2) 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. (3) 11/18/2016: 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 September 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. (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) 06/20/2019 - Linda J. Gersten 2019 Irrevocable Trust - Investment related - At reported business location(s) - Act in a Fiduciary Capacity - start date:05/03/2019 - 1 hr/mo - 1 hr during trading. (6) 9/25/2019 - Integrated Wealth Concepts, LLC - 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) 3/11/2021 - IFP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/09/2021 - 1 Hour Per Month During Securities Trading - Fixed, Life, LTC, Health/disability, accident. (8) 4/15/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/1/2021 - 1 Hours Per Month/1 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-28
• S63 Uniform Securities Agent State Law Examination
  2010-06-15

Designations