Best Investors
Account
Sign in
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-12-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Waltham | MA | 02/2009 | 09/2016 |
| Lpl Financial Llc | Waltham | MA | 10/2016 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 10/2016 | Present |
(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 Fifth Ave, 3rd floor Waltham, MA 02451 - Start 03/01/2009 - 6 Hr/Mo; 6 Hour(s) During Securities Trading; 5% Time Spent - Fixed, LTC, Life, Health&Disability (3) 10/25/2016: Integrated Wealth Concepts - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% 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 - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent (5) 9/25/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/01/2019 - 5 Hours Per Month During Securities Trading. (6) 5/3/2021 - 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. (7) 8/10/2021 - Integrated Wealth Concepts - DBA: (Hybrid) The Salkins Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 08/01/2021 - 80 Hours Per Month/80 Hours During Securities Trading. (8) 8/24/2021 - The Salkins Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/01/2021 - 80 Hours Per Month/80 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-28 |
Reach out to this advisor