Taylor A Orlando

Current Employers

Employment History

• 07/2017 → 07/2018
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2013 → 05/2017
  Boston University
  Boston, MA
• 05/2016 → 05/2017
  Boston University Housing Office
  Boston, MA
• 09/2014 → 05/2017
  Agganis Arena Ticket Office
  Boston, MA
• 09/2016 → 02/2017
  O'NEill And Associates
  Boston, MA
• 07/2018 → 10/2021
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2018 → 11/2021
  Charles Schwab Bank
  Phoenix, AZ
• 10/2021 → Present
  Lpl Financial, Llc
  Waltham, MA
• 02/2022 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2020-09-10 → 2021-11-15
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1)11/23/2021 - Integrated Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/23/2021 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 02/09/2022 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date: 02/02/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 4) 02/09/2022 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date: 02/02/2022 - 80 Hours Per Month/80 Hours During Securities Trading. 5) 02/09/2022 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Admin - Start Date: 02/02/2022 - 80 Hours Per Month/80 Hours During Securities Trading - I provide administrative support to Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 2/2022. I expect to spend approximately 80 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.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-10
• S63 Uniform Securities Agent State Law Examination
  2017-08-23

Other Names

• Tay Alyssa Orlando
• Taylor Alyssa Orlando
• Taylor Orlando