Joseph Francis O'LOughlin

Current Employers

Employment History

• 02/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Ansonia, CT
• 11/2016 → 03/2017
  Wells Fargo Clearing Services, Llc
  Ansonia, CT
• 03/2017 → 12/2017
  Wells Fargo Clearing Service Llc
  Boston, MA
• 12/2017 → Present
  Lpl Financial, Llc
  Waltham, MA
• 12/2017 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2013-02-22 → 2017-12-19
  Wells Fargo Clearing Services, Llc
  Boston, MA
  Melville, NY
  Boston, MA
• 2009-09-14 → 2013-02-25
  Oppenheimer & Co. Inc.
  Boston, MA
• 2008-04-17 → 2009-09-29
  Credit Suisse Securities (Usa) Llc
  Boston, MA
• 1997-09-05 → 2003-11-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

1. 12/15/2017 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WALTHAM, MA 2. 12/20/2017 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 12/15/2017 - 160 Hours Per Month/8 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 December 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. 3. 12/20/2017 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 12/15/2017 - 160 Hours Per Month/8 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 December 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. 9/16/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 08/31/2018 - 2 Hours Per Month/2 Hours During Securities Trading. 5. 9/25/2019 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - (Hybrid) Integrated Partners - IAR - Started 09/01/2019 - 5 Hours Per Month During Securities Trading. 6. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2021 - 1 Hour Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-12
• S63 Uniform Securities Agent State Law Examination
  1986-01-29

Other Names

• Joe Oloughlin
• Joseph Francis Oloughlin