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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susan M Schlindwein Cpa Llc | Moorestown | NJ | 07/2011 | 10/2017 |
| Susan M Schlindwein Cpa | Cinnaminson | NJ | 06/1999 | Present |
| Lpl Financial, Llc | Mt Laurel | NJ | 11/2017 | Present |
| Integrated Wealth Concepts, Llc | Mount Laurel | NJ | 09/2017 | Present |
1. 11/01/2017 - SUSAN M. SCHLINDWEIN, CPA LLC/ CPA AFFILIATE PROGRAM/ 100%/ MOORESTOWN, NJ 2. 11/01/2017 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ MOUNT LAUREL, NJ 3. 11/01/2017 - SUSAN M SCHLINDWEIN CPA LLC - PAYDAY PAYROLL SERVICES/ REFERRAL/ 1%/ MOORESTOWN, NJ. 4. 11/7/2017 - Integrated Wealth Concepts, LLC - DBA: Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - ADMIN - Started 09/22/2017 - 0 Hours Per Month - Time Spent 0% - I provide administrative services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in Nov 2017. I expect to spend approximately 0 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. 5. 11/7/2017 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN - Started 09/22/2017 - 160 Hours Per Month - I provide administrative services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in Nov 2017. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-27 |
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