Brittney Jane Santos

Current Employers

Employment History

• 06/2016 → 09/2016
  Lincoln Financial Advisors Corporation
  Leominster, MA
• 09/2016 → Present
  Lpl Financial, Llc
  Leominster, MA
• 12/2016 → 02/2025
  Integrated Wealth Concepts Llc
  Leominster, MA
• 02/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

1. 10/31/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 975 Merriam Ave, Leominster, MA 01453. 2. 12/12/2016: Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100%. 3. 12/12/2016: Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100%. 4. 3/12/2020 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Pension Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin. - Started 10/01/2019 - 160 Hours Per Month During Securities Trading. 5. 6/1/2020 - Integrated Pension Services - Investment Related - At Reported Business Location(s) - Third Party Administrator (TPA) - Started 10/01/2019 - 5 Hours Per Month During Securities Trading. 6) 02/06/2025 - INTEGRATED PENSION ADVISORS, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/01/2025 - 80 Hrs/Mth - 80 Hrs During Trading. 7) 02/05/2025 - (HYBRID) INTEGRATED WEALTH CONCEPTS LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/01/2025 -80 Hrs/Mth - 80 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21
• S63 Uniform Securities Agent State Law Examination
  2012-06-19

Other Names

• Brittney Jane Tait