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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-11-01
  • HI RA
    APPROVED
    Since 2024-11-01

Branch Locations

934 Pumehana Street Suite 202B, Honolulu, HI 96826 • 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
Univserity Of Puget Sound Tacoma WA 08/2013 08/2017
Oakley Honolulu HI 06/2017 01/2018
Investor Group Hi Honolulu HI 08/2017 Present
Lpl Financial, Llc Honolulu HI 07/2017 12/2018
Independent Financial Partners Honolulu HI 04/2018 12/2018
Onedigital Investment Advisors Llc Overland Park KS 12/2018 12/2024
Triad Advisors Norcross GA 01/2019 08/2024
Osaic Wealth, Inc. Honolulu HI 08/2024 02/2025
Lpl Financial Honolulu HI 02/2025 Present
  • 08/2013 → 08/2017
    Univserity Of Puget Sound
    Tacoma, WA
  • 06/2017 → 01/2018
    Oakley
    Honolulu, HI
  • 08/2017 → Present
    Investor Group Hi
    Honolulu, HI
  • 07/2017 → 12/2018
    Lpl Financial, Llc
    Honolulu, HI
  • 04/2018 → 12/2018
    Honolulu, HI
  • 12/2018 → 12/2024
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 01/2019 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → 02/2025
    Osaic Wealth, Inc.
    Honolulu, HI
  • 02/2025 → Present
    Lpl Financial
    Honolulu, HI
Previous Registrations
Other Businesses

1 - 02/2025 - Insurance Sales - Non-Variable Insurance - Inv Related - 50 Hours/Month - 3 Hours During Trading - HI 96826 - OBA Start Date: 01/01/2025. 2 - 02/2025 - Retirement DNA - DBA for LPL Business (entity for LPL business) - Inv Related - 150 Hours/Month - 5 Hours During Trading - At reported business location(s). 3 - 02/2025 - Integrated Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 90 Hours/Month - 3 Hours During Trading - At reported business location(s). 4 - 02/2025 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 90 Hours/Month - 3 Hours During Trading - At reported business location(s). 5 - 02/2025 - Investors Group HI - DBA for LPL Business (entity for LPL business) - Inv Related - 150 Hours/Month - 5 Hours During Trading - At reported business location(s). 6- 02/19/2025- Integrated Wealth Concepts, LLC- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 150 Hours Per Month- 5 Hours During Trading- I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 150 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. 7- 02/19/2025- Integrated Financial Partners- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 50 Hours Per Month- 3 Hours During Trading 8- 02/19/2025- Investors Group HI- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 08/01/2017- 150 Hours Per Month- 5 Hours During Trading 9- 02/19/2025- Retirement DNA- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date01/01/2019- 140 Hours Per Month- 4 Hours During Trading 10- 02/19/2025-Integrated Partners- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 08/01/2017- 150 Hours Per Month- 5 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-13
  • S66 Uniform Combined State Law Examination
    2018-04-13

View on SEC IAPD

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