Timothy Mark Carlson

Current Employers

Employment History

• 08/2013 → 09/2016
  Lincoln Financial Advisors
  Worcester, MA
• 10/2016 → Present
  Lpl Financial Llc
  Worcester, MA
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Worcester, MA

Previous Registrations

• 2013-10-22 → 2016-10-19
  Osaic Fa, Inc.
  Laconia, NH

Other Businesses

(1) 10/14/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 60% Time Spent (2) 10/14/2016: No Business Name - Non-Variable Insurance - Investment Related - 100 North Pkwy #201, Worcester, MA 01605 - Start 10/01/2013 - 5 Hr/Mo; 5 Hour(s) During Securities Trading; 5% Time Spent - Accident & Health, disability, fixed, LTC and traditional life insurance (3) 10/25/2016: Integrated Wealth Concepts - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - 100 North Pkwy #201, Worcester, MA 01605 - 40% Time Spent - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 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) 11/01/2016: Integrated Wealth Concepts - Registered Investment Advisor DBA - DBA: (Hybrid) Integrated Financial Partners - Investment Related - 100 North Pkwy #201, Worcester, MA 01605 - 40% Time Spent (5) 5/3/2021 - 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) 01/23/2025- AgencyOne- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/03/2025- 4 Hours Per Month- 1 Hour During Trading

Exams

• S66 Uniform Combined State Law Examination
  2013-10-15