Phylyp Arthur Wagner

Current Employers

Employment History

• 03/1991 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 12/2021
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 12/2021
  Grove Point Investments, Llc
  Rockville, MD
• 12/2021 → Present
  Lpl Financial Llc
  Mclean, VA
• 12/2021 → Present
  Integrated Wealth Concepts, Llc
  Mclean, VA

Previous Registrations

• 2021-04-01 → 2021-12-20
  Grove Point Advisors, Llc
  Rockville, MD
  Fort Lauderdale, FL
  Mclean, VA
  Rockville, MD
• 2001-03-06 → 2021-04-01
  Grove Point Investments, Llc
  Mclean, VA
  Mclean, VA
  Fort Lauderdale, FL

Other Businesses

1) 12/2021- Integrated Financial Partners- DBA for LPL Business (entity for LPL business)- inv related- McLean, VA 2) 12/2021- Wagner Resource Group, Inc.- DBA for LPL Business (entity for LPL business)- inv related- McLean, VA 3) 12/2021- Phylyp Wagner- Agent /Insurance Sales- Non-Variable Insurance- inv related - McLean, VA - 2hrs/mth 4) 1/5/2022 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/20/2021 - 1 Hour Per Month During Securities Trading. 5) 1/7/2022 - Integrated Wealth Concepts - DBA: Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/20/2021 - 80 Hours Per Month During Securities Trading. 6) 1/7/2022 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/20/2021 - 1 Hour Per Month During Securities Trading. 7) 1/7/2022 - Integrated Wealth Concepts - DBA: (Hybrid) Wagner Resource Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/20/2021 - 80 Hours Per Month During Securities Trading. 8) 1/7/2022 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/20/2021 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 12/2021. I expect to spend approximately 80 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. 9) 12/11/2023 - Wagner Properties LLC - Other - Residential Rental Property - Owner - Investment Related - Fort Lauderdale, FL - Start Date 12/20/2021 - 2 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-12
• S63 Uniform Securities Agent State Law Examination
  1982-02-23

Designations