Best Investors
Account
Sign in
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-04-25 |
Branch Locations
529 Benfield Road Suite 250, Severna Park, MD 21146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Road House | Pasadena | MD | 01/2012 | 01/2017 |
| Unemployed | Severn | MD | 02/2017 | 05/2017 |
| Osman Leasing Llc | Severna Park | MD | 06/2017 | 02/2018 |
| Lpl Financial Llc | Severna Park | MD | 06/2017 | Present |
| Integrated Wealth Concepts Llc | Severna Park | MD | 03/2015 | 01/2023 |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2023 | Present |
1)3/15/2018- Integrated Financial Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- Severna Park, MD- 100%. 2) 10/9/2018 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: 03/05/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 03/2018. 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) 10/9/2018 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 03/05/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 4) 09/29/2022 - Integrated Wealth Concepts - DBA: Phronesis Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 09/01/2022 - 80 Hours Per Month/80 Hours During Securities Trading 5) 09/30/2022 - Phronesis Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/01/2022 - 80 Hours Per Month/80 Hours During Securities Trading 6) 10/10/2022 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-05 |
Reach out to this advisor