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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-16
  • MA RA
    APPROVED
    Since 2026-07-16

Branch Locations

200 5Th Avenue Suite 4010, Waltham, MA 02451 • 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
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
  • 07/2014 → 05/2020
    Full Time Education
    Shrewsbury, MA
  • 11/2019 → 03/2020
    Civic Kitchen & Drink
    Westborough, MA
  • 05/2020 → 07/2020
    Boatworx
    East Falmouth, MA
  • 08/2020 → 05/2024
    Full Time Education
    Providence, MA
  • 12/2021 → 01/2022
    Columbia Tech
    Westborough, MA
  • 05/2022 → 08/2022
    Freedom Boat Club
    East Dennis, MA
  • 10/2022 → 12/2022
    Capexmove
    London
  • 05/2023 → 08/2023
    Baystate Financial
    Boston, MA
  • 07/2024 → 06/2026
    Charlotte, NC
  • 07/2026 → Present
    Lpl Financial
    Waltham, MA
  • 06/2026 → Present
    Waltham, MA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-18
  • S66 Uniform Combined State Law Examination
    2024-09-18

View on SEC IAPD

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