Joe Hall

Current Employers

Employment History

• 06/2007 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Littleton, CO
• 01/2014 → 12/2021
  Level Four Advisory Services
  Littleton, CO
• 02/2021 → Present
  Integrated Wealth Concepts, Llc (Dba: Integrated Partners)
  Littleton, CO

Previous Registrations

• 2014-01-16 → 2021-02-26
  Level Four Advisory Services
  Naperville, IL
  Dallas, TX
  Conifer, CO
  Littleton, CO
• 2005-08-16 → 2007-06-25
  A. G. Edwards & Sons, Inc.
  Geneva, IL
  Geneva, IL

Other Businesses

1. 10/2/2019 - Exclusive Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/17/2019 - 2 Hours Per Month During Securities Trading. 2. 12/8/2020 - Totemic Enterprises, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 04/13/2018 - 5 Hours Per Month During Securities Trading. 3. 1/29/2021 - Totemic Enterprises, LLC - DBA: Totemic Wealth & Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/04/2021 - 100 Hours Per Month During Securities Trading. 4. 3/15/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2021 - 60 Hours Per Month During Securities Trading. 5. 3/15/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2021 - 60 Hours Per Month During Securities Trading. 6. 3/17/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/01/2021 - 100 Hours Per Month During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 100 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. 3/17/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Totemic Wealth & Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 03/01/2021 - 100 Hours Per Month During Securities Trading. 8. 3/23/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 03/15/2021 - 1 Hour Per Month During Securities Trading. 9. 3/24/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 03/15/2021 - 60 Hours Per Month During Securities Trading. 10. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 11. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 12. 04/14/2022 - Integrated Wealth Concepts - DBA: Front Range Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 04/06/2022 - 5 Hours Per Month/ 5 Hours During.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-15
• S63 Uniform Securities Agent State Law Examination
  2001-01-10