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Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-07-12
  • CT RA
    APPROVED
    Since 2021-07-12

Branch Locations

1481 Pleasant Valley Road, Manchester, CT 06042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coburn & Meredith, Inc. Hartford CT 06/1983 07/2021
Lpl Financial, Llc Simsbury CT 07/2021 Present
Integrated Wealth Concepts, Llc Simsbury CT 07/2021 Present
  • 06/1983 → 07/2021
    Coburn & Meredith, Inc.
    Hartford, CT
  • 07/2021 → Present
    Lpl Financial, Llc
    Simsbury, CT
  • 07/2021 → Present
    Simsbury, CT
Previous Registrations
  • 2007-10-26 → 2021-07-12
    Coburn & Meredith, Inc.
    Simsbury, CT
    Worcester, MA
    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. 7/26/2021 - 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. 4. 7/27/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Financial Professional - Started 07/12/2021 - 20 Hours During Securities Trading - Time Spent 50%. 5. 7/27/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 6. 7/27/2021 - 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. 7/27/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Financial Professional - Started 07/12/2021 - 160 Hours Per Month - Time Spent 100% - 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 160 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.

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