Gina Potter Wilson

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Annandale, VA
• 11/2016 → 06/2017
  Wells Fargo Clearing Services, Llc
  Annandale, VA
• 06/2017 → Present
  Lpl Financial, Llc
  Fairfax, VA
• 06/2017 → Present
  Integrated Wealth Concepts Llc
  Fairfax, VA

Previous Registrations

• 2009-03-03 → 2017-06-08
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Annandale, VA
  Annandale, VA
  Annandale, VA
• 1998-10-02 → 2004-02-03
  Morgan Stanley Dw Inc.
  Alexandria, VA

Other Businesses

1. 6/2/2017 - INTEGRATED FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Start Date: 06/06/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 6/8/2017 - Integrated Wealth Concepts LLC - (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 06/06/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 6/8/2017 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 06/06/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 06/2017. 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. 4. 5/4/2021 - 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. 5. 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. 6. 02/12/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Insurance Agency - Agent - Started: 6/1/2017 - 5 Hrs/mo During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-22
• S65 Uniform Investment Adviser Law Examination
  1997-03-05
• S63 Uniform Securities Agent State Law Examination
  1984-01-24

Designations

Other Names

• Gina Lynn Potter
• Gina Potter