Tejas Kiel Bartakke

Current Employers

Employment History

• 01/2016 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
• 07/2016 → 12/2020
  Bank Of America, N.A.
  Norfolk, VA
• 01/2021 → Present
  Lpl Financial Llc
  Chesapeake, VA
• 01/2021 → Present
  Integrated Wealth Concepts, Llc
  Chesapeake, MA

Previous Registrations

• 2016-02-03 → 2021-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Virginia Beach, VA
• 2015-05-07 → 2016-01-25
  Waddell & Reed
  Virginia Beach, VA

Other Businesses

1. 1/4/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/4/2021 - 20 Hours Per Month/5 Hours During Securities Trading - Time Spent 10%. 2. 1/4/2021 - Virginia Beach City Public Schools - Not Investment Related - 2425 Shorehaven Dr., Virginia Beach, VA 23454 - Outside/W-2 Employment - Asst. Varsity Baseball Coach - Started 09/01/2014 - 20 Hours Per Month/5 Hours During Securities Trading - Time Spent 10%. 3. 1/4/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 1/4/2021- 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC. 4. 1/6/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 1/4/2021 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 50%. 5. 1/6/2021 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 1/4/2021 - 100 Hours Per Month/30 Hours During Securities Trading - Time Spent 80% - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 100 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. 5/3/2021 - 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. 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

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-26
• S63 Uniform Securities Agent State Law Examination
  2014-11-14

Other Names

• Tj Bartakke