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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| MA | RA | APPROVED | 2021-07-13 |
Branch Locations
24 School Street Suite 503, Boston, MA 02108 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coburn & Meredith Inc | Boston | MA | 05/2005 | 07/2021 |
| Lpl Financial, Llc | Boston | MA | 07/2021 | Present |
| Integrated Wealth Concepts, Llc | Boston | MA | 07/2021 | Present |
1. 7/12/2021 - Boston Harbor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 7/12/21. 2. 7/12/2021 - Coburn Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/12/2021. 3. 7/12/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 7/15/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/12/2021 - 160 Hours Per Month/I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 7/2021. 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. 5. 7/15/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Coburn Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 6. 7/15/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 7. 7/15/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/12/2021 - 160 Hours Per Month. 8. 7/26/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 9. 8/10/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 07/12/2021 - 5 Hours Per Month During Securities Trading. 10. 8/18/2021 - No Business Name - Not Investment Related - Located at different local ski resorts throughout the season. - Outside/W-2 Employment - Ski Instructor - Start Date: 11/01/2021 - 12 Hours Per Month/0 Hours During Securities Trading - Teaching skiing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-21 |
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