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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-16 |
Branch Locations
200 5Th Avenue Suite 4010, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Shrewsbury | MA | 07/2014 | 05/2020 |
| Civic Kitchen & Drink | Westborough | MA | 11/2019 | 03/2020 |
| Boatworx | East Falmouth | MA | 05/2020 | 07/2020 |
| Full Time Education | Providence | MA | 08/2020 | 05/2024 |
| Columbia Tech | Westborough | MA | 12/2021 | 01/2022 |
| Freedom Boat Club | East Dennis | MA | 05/2022 | 08/2022 |
| Capexmove | London | 10/2022 | 12/2022 | |
| Baystate Financial | Boston | MA | 05/2023 | 08/2023 |
| Ubs Financial Services Inc | Charlotte | NC | 07/2024 | 06/2026 |
| Lpl Financial | Waltham | MA | 07/2026 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 06/2026 | Present |
1. 07/2026 - Integrated Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/8/2026 2. 07/2026 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/8/2026 3. 07/17/2026 - Integrated Wealth Concepts LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 06/22/2026 - 160 hours per month/ during trading - I provide investment advisory services through Integrated Wealth Partners, an independent investment advisor firm. I started this business activity in 6/2026. 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. 07/17/2026 - Integrated Financial Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 06/22/2026 - 160 hours per month/ during trading 5. 07/17/2026 - Integrated Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 06/22/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-18 |
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