Best Investors
Account
Sign in
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-07 |
| CT | RA | APPROVED | 2021-07-14 |
| TX | RA | APPROVED_RES | 2021-07-12 |
Branch Locations
24 School Street Suite 503, Boston, MA 02108 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Tucker Anthony & R.L. Day | Boston | MA | 01/1981 | 07/2021 |
| Coburn & Meredith, Inc. | Hartford | CT | 02/1985 | 07/2021 |
| Lpl Financial Llc | Simsbury | CT | 07/2021 | Present |
| Integrated Wealth Concepts, Llc | Simsbury | CT | 07/2021 | Present |
1. 7/12/2021 - Coburn Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/12/2021. 2. 7/12/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/12/2021 - 2 Hours Per Month. 3. 7/12/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 7/16/2021 - 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. 5. 7/21/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/12/2021 - 80 Hours Per Month. 6. 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. 7. 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. 8. 7/21/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/12/2021 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - 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 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-19 |
Reach out to this advisor