Judith Felicia Chimenti

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

• 07/2015 → 10/2016
  Lincoln Financial Advisors Corporation
  North Hampton, NH
• 10/2016 → Present
  Lpl Financial Llc
  North Hampton, NH
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  North Hampton, NH

Previous Registrations

• 2015-07-02 → 2016-11-05
  Osaic Fa, Inc.
  North Hampton, NH
  North Hampton, NH
  Waltham, MA
• 2004-05-28 → 2014-11-12
  Lpl Financial Llc
  North Hampton, NH
  Waltham, MA
  Westwood, MA
  North Hampton, NH
• 2002-02-07 → 2004-06-03
  Ws Griffith Securities, Inc.
  No. Hampton, NH

Other Businesses

1. 10/28/2016 - JUDITH CHIMENTI/ NON-VARIABLE INSURANCE/ 30%/ NORTH HAMPTON, NH 2. 10/28/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ NORTH HAMPTON, NH 3. 11/18/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. 4. 11/18/2016 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - 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. 5. 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. 6. 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

• S63 Uniform Securities Agent State Law Examination
  1981-09-14

Designations

• Chartered Financial Consultant