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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-04 |
| FL | RA | APPROVED | 2017-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Boca Raton | FL | 05/2013 | 02/2017 |
| Lpl Financial Llc | Santa Rosa Beach | FL | 02/2017 | Present |
| Integrated Wealth Concepts Llc | Boca Raton | FL | 02/2017 | Present |
1. 02/17/2017 - RANKIN PRIVATE WEALTH/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 45%/ FORT LAUDERDALE, FL 2. 02/17/2017 - MICHAEL RANKIN/ NON-VARIABLE INSURANCE/ 10%/ BOCA RATON, FL 3. 03/08/2017 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 100% Time Spent. 4. 3/15/2017 - Integrated Wealth Concepts, LLC - DBA: Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 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 February 2017. 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. 5. 3/15/2017 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/6 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 February 2017. 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. 6. 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. 7. 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. 8. 11/10/2023 - Integrated Wealth Concepts DBA Grayt Expectations Financial Planning - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 10/25/2023 - 80 Hrs/Mo During Trading. 9. 12/04/2023 - Grayt Expectations Financial Planning - Inv Related - AT Reported Business location(s) - DBA for LPL Business (entity for LPL business) - Started: 10/25/2023 - 80 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-01 |
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