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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-07-13
TX RA APPROVED 2021-07-12
  • MA RA
    APPROVED
    Since 2021-07-13
  • TX RA
    APPROVED
    Since 2021-07-12

Branch Locations

24 School Street Suite 503, Boston, MA 02108 • 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
Coburn & Meredith, Inc. Hartford CT 07/1999 07/2021
Lpl Financial, Llc Boston MA 07/2021 Present
Integrated Wealth Concepts, Llc Boston MA 07/2021 Present
  • 07/1999 → 07/2021
    Coburn & Meredith, Inc.
    Hartford, CT
  • 07/2021 → Present
    Lpl Financial, Llc
    Boston, MA
  • 07/2021 → Present
    Boston, MA
Previous Registrations
  • 2007-07-24 → 2021-07-31
    Coburn & Meredith, Inc.
    Boston, MA
    Simsbury, CT
    Boston, MA
    Boston, MA
    Boston, MA
    Boston, MA
Other Businesses

1. 7/12/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 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. 7/15/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/12/2021 - 40 Hours Per Month/40 Hours During Securities Trading. 4. 7/15/2021 - Integrated Wealth Concepts - 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. 5. 7/15/2021 - Integrated Wealth Concepts - 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 - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/12/2021 - 40 Hours Per Month/40 Hours During Securities Trading - 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 40 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. 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. 8. 8/10/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 07/12/2021 - 5 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-14
S63 Uniform Securities Agent State Law Examination 1986-02-20
  • S65 Uniform Investment Adviser Law Examination
    2007-07-14
  • S63 Uniform Securities Agent State Law Examination
    1986-02-20

View on SEC IAPD

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