Penny Gale Nasiatka

Current Employers

Employment History

• 02/1981 → 07/2021
  Coburn & Meredith, Inc.
  Hartford, CT
• 07/2021 → Present
  Lpl Financial, Llc
  Simsbury, CT
• 07/2021 → Present
  Integrated Wealth Concepts, Llc
  Simsbury, CT

Previous Registrations

• 1999-07-12 → 2021-07-31
  Coburn & Meredith, Inc.
  Simsbury, CT
  Hartford, CT
  Simsbury, CT

Other Businesses

1. 7/12/2021 - Coburn & Meredith - Investment Related - At Reported Business Location(s) - Other-Notary - Started 2000 - 1 Hour Per Month - Notary for Coburn & Meredith. 2. 7/12/2021 - Boston Harbor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 7/12/2021 - Coburn Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/12/2021. 4. 7/12/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 7/14/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 07/12/2021 - 40 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 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. 6. 7/14/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/12/2021 - 40 Hours Per Month. 7. 7/14/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Boston Harbor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/12/2021 - 40 Hours Per Month. 8. 7/21/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Coburn Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 9. 7/21/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 10. 7/26/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-21
• S63 Uniform Securities Agent State Law Examination
  1997-04-02

Other Names

• Penny Gale Perret