Mark J. Mcgaunn

Current Employers

Employment History

• 12/2009 → Present
  Mcgaunn & Schwadron, Cpa'S, Llc
  Needham Heights, MA
• 11/2016 → Present
  Lpl Financial, Llc
  Waltham, MA
• 02/2017 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2005-03-18 → 2016-12-31
  Mcgaunn & Schwadron, Cpa'S, Llc
  Westborough, MA
  Acton, MA
  Needham Heights, MA

Other Businesses

1. 11/07/2016 - MCGAUNN & SCHWADRON, CPAS, LLC/ CPA AFFILIATE PROGRAM/ 100%/ NEEDHAM HEIGHTS, MA 2. 11/07/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ NEEDHAM HEIGHTS, MA 3. 11/07/2016 - PETER VIELE'S EDGEWORTH REALTY TRUST/ ACT IN A FIDUCIARY CAPACITY/ 0%/ WORCESTER, MA 4. 11/07/2016 - MARK MCGAUNN/ NON-VARIABLE INSURANCE/ 1%/ NEEDHAM HEIGHTS, MA. 5. 12/2/2016 - MCGAUNN & SCHWADRON, CPA'S, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 01/11/2001 - 4 Hours Per Month/1 Hour During Securities Trading - I provide investment advisory services through MCGAUNN & SCHWADRON, CPA'S, LLC, an independent investment advisor firm. I started this business activity in January 2001. I expect to spend approximately 4 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. 6. 12/14/2016 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - CPA - Start Date: 02/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 02/2017. 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. 7. 12/14/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100%. 8. 12/4/2017 - Verticle Dental LLC - Not Investment Related - Location: N/A this role does not perform any duties. - Other-Business Owner - Started 11/15/2017 - 3 Hours Per Month During Securities Trading - Passive member.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-25
• S65 Uniform Investment Adviser Law Examination
  1999-01-25

Designations

Other Names

• Mark J Mcgaunn