Brian Richard Tarro

Current Employers

Employment History

• 02/2014 → Present
  Lpl Financial, Llc
  Naperville, IL
• 02/2014 → 12/2016
  Herbst Financial Advisors, Inc.
  Plainfield, IL
• 12/2016 → 06/2021
  Level Four Advisory Services
  Naperville, IL
• 06/2021 → Present
  Integrated Weatlh Concepts, Llc
  Naperville, IL

Previous Registrations

• 2017-01-20 → 2021-06-14
  Level Four Advisory Services
  Naperville, IL
  Dallas, TX
• 2014-05-13 → 2016-10-17
  Herbst Financial Advisors, Inc.
  Plainfield, IL
• 2012-07-06 → 2014-01-31
  Fifth Third Securities, Inc.
  Bloomingdale, IL
  Hoffman Estates, IL
  Hoffman Estates, IL
  Itasca, IL
  Westmont, IL
  Clarendon Hills, IL
• 2010-07-05 → 2010-09-08
  Sikich Financial
  Springfield, IL
• 2009-10-05 → 2010-01-25
  Ameriprise Financial Services, Llc
  Naperville, IL
• 2009-02-04 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Naperville, IL

Other Businesses

1. 7/24/2017 - Level Four Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/10/2017 - 2 Hours Per Month During Securities Trading. 2. 1/25/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date: 1/2/2018 - 5 Hours Per Month/2 Hours During Trading. 3. 7/6/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/25/2021 - 1 Hour Per Month During Securities Trading. 4. 7/6/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/25/2021 - 80 Hours Per Month During Securities Trading. 5. 7/6/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/25/2021 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 6/2021. 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. 6. 7/26/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/25/2021 - 1 Hour Per Month 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 06/25/2021 - 80 Hours Per Month During Securities Trading. 8. 8/10/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Horvath Planning and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/25/2021 - 80 Hours Per Month During Securities Trading. 9. 8/13/2021 - Horvath Planning and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/25/2021 - 80 Hours Per Month During Securities Trading. 10. 02/24/2022 - Harris-Hersh Financial Services, Ltd - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 02/17/2022- 4 Hours Per Month/2 Hours During Securities Trading. 11. 04/18/2022 - FinFit Life Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 04/01/2022 - 4 Hours Per Month/2 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-25

Other Names

• Brian Tarro