Patrice Borgese

Current Employers

Employment History

• 09/2006 → 10/2016
  Lincoln Financial Advisors Corporation
  Pawling, NY
• 11/2016 → Present
  Lpl Financial Llc
  Brewster, NY
• 11/2016 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

1. 11/04/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 82%/ PAWLING, NY 2. 11/04/2016 - PATRICE BORGHESE/ NON-VARIABLE INSURANCE/ 40%/ PAWLING, NY 3. 11/18/2016 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 18% - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in November 2016. I expect to spend approximately 18% 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. 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. 5. 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
  2021-12-10
• S63 Uniform Securities Agent State Law Examination
  2007-08-30

Other Names

• Patrice Borghese Santangelo
• Patrice Borghese Santangelo
• Patrice Borghese