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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-07-12
  • VA RA
    APPROVED
    Since 2017-07-12

Branch Locations

4000 Legato Road Suite 410, Fairfax, VA 22033 • 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
Intellisource Financial Services Fairfax VA 01/2006 Present
Lincoln Financial Advisors Fairfax VA 11/2010 11/2016
Lpl Financial, Llc Fairfax VA 11/2016 Present
Integrated Wealth Concepts, Llc Fairfax VA 07/2017 Present
  • 01/2006 → Present
    Intellisource Financial Services
    Fairfax, VA
  • 11/2010 → 11/2016
    Lincoln Financial Advisors
    Fairfax, VA
  • 11/2016 → Present
    Lpl Financial, Llc
    Fairfax, VA
  • 07/2017 → Present
    Fairfax, VA
Previous Registrations
  • 2011-01-05 → 2016-11-28
    Osaic Fa, Inc.
    Chantilly, VA
    Glastonbury, CT
    Fairfax, VA
    Waltham, MA
Other Businesses

1. 11/22/2016 - MOBILENOW/ OUTSIDE/W-2 EMPLOYMENT/ 20%/ MCLEAN, VA 2. 11/22/2016 - INTELLISOURCE FINANCIAL SERVICES- CARPENTER ROTH ASSOCIATES, LLC/ CPA AFFILIATE PROGRAM/ 80%/ FAIRFAX, VA 3. 07/12/17 - BRADLEY HOWE HAS SERVED AS A DUALLY-REGISTERED INVESTMENT ADVISOR REPRESENTATIVE/REGISTERED REPRESENTATIVE WITH INTEGRATED WEALTH CONCEPTS LLC AND LPL FINANCIAL LLC ("LPL") SINCE 07/2017. BUSINESS ACTIVITIES ARE CONDUCTED FROM FAIRFAX, VA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-23
  • S66 Uniform Combined State Law Examination
    2010-12-23
Other Names
  • Bradley Howe

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