Robert Edward Mulhaul

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → 07/2021
  Coburn & Meredith, Inc
  Hartford, CT
• 07/2021 → Present
  Lpl Financial, Llc
  Fairfax, VA
• 07/2021 → Present
  Integrated Wealth Concepts
  Waltham, MA

Previous Registrations

• 2008-08-07 → 2021-07-12
  Coburn & Meredith, Inc.
  Simsbury, CT
  Simsbury, CT
  Simsbury, CT
• 2006-05-11 → 2008-08-07
  Janney Montgomery Scott Llc
  Simsbury, CT
  Simsbury, CT
  Glastonbury, CT
  Simsbury, CT

Other Businesses

1. 7/12/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/12/2021 - Coburn Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/12/2021. 3. 7/14/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/12/2021 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 40 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. 4. 7/14/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/12/2021 - 40 Hours Per Month/40 Hours During Securities Trading. 5. 7/21/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Coburn Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 6. 7/21/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 7. 7/26/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-10
• S63 Uniform Securities Agent State Law Examination
  1980-08-21

Other Names

• Bob Mulhaul