Michael James Mohr

Current Employers

Employment History

• 12/2014 → 05/2019
  Lincoln Financial Advisors
  San Diego, CA
• 05/2019 → Present
  Lpl Financial, Llc
  San Diego, CA
• 05/2019 → Present
  Integrated Wealth Concepts, Llc
  San Diego, CA

Previous Registrations

• 2014-12-08 → 2019-05-13
  Osaic Fa, Inc.
  San Diego, CA

Other Businesses

1) 5/10/2019 - Non-Variable Insurance - The Mohr Financial Group - San Diego, CA 2) 5/10/2019 - DBA for LPL Business (entity for LPL business) - The Mohr Financial Group, Inc - San Diego, CA 3) 5/14/2019 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/2016 - 160 Hours Per Month/8 Hours 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 12/2016. 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. 4) 5/14/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) The Mohr Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/2019 - Time Spent 50%. 5) 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 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) 5/7/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 8) 5/11/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial 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. 9) 10/11/2024 - PATHWISE FINANCIAL GROUP - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 09/16/2024 - 10 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2014-09-04