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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-10-17
  • MA RA
    APPROVED
    Since 2016-10-17

Branch Locations

300 Ledgewood Place, Suite 100, Rockland, MA 02370 • 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
Lincoln Financial Advisors Hingham MA 03/2015 09/2016
Lpl Financial Llc Rockland MA 10/2016 Present
Integrated Wealth Concepts, Llc Rockland MA 10/2016 Present
  • 03/2015 → 09/2016
    Lincoln Financial Advisors
    Hingham, MA
  • 10/2016 → Present
    Lpl Financial Llc
    Rockland, MA
  • 10/2016 → Present
    Rockland, MA
Previous Registrations
  • 2015-03-09 → 2016-10-18
    Osaic Fa, Inc.
    Hingham, MA
Other Businesses

1) 10/07/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 10/07/2016: No Business Name - Non-Variable Insurance - Investment Related - 300 Ledgewood Place, Rockland, MA 02370 - Start 07/01/2006 - 40 Hr/Mo; 40 Hour(s) During Securities Trading; 5% Time Spent - Disability, LTC, and traditional life insurance products 3) 10/26/2016: INTEGRATED WEALTH CONCEPTS LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) INTEGRATED WEALTH CONCEPTS LLC - Investment Related - 300 ledgwood place, Rockland MA, 02370 - 45% Time Spent - I provide investment advisory services through INTEGRATED WEALTH CONCEPTS LLC, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 45% 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) 10/7/2020 - (Hybrid) Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/01/2016 - 160 Hours Per Month/160 Hours During Securities Trading. 5) 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2021 - 1 Hour Per Month 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 - Started 05/01/2021 - 1 Hour Per Month During Securities Trading. 7) 1/31/2022 - Riverbend Wealth, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2022 - 1 Hour Per Month During Securities Trading. 8) 9/11/2023: No business name; Pembroke, MA; Real Estate Rental; Inv. related; start date 1/1/2017; 1hr/mo.; 0hrs during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-28
  • S66 Uniform Combined State Law Examination
    2006-07-28
Other Names
  • Clark Archi Page

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