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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2018-05-04 |
| MA | RA | APPROVED | 2016-11-17 |
Branch Locations
200 5Th Ave Suite 4010, Waltham, MA 02451 • United States
600 West Hillsboro Blvd Suite 603, Deerfield Beach, FL 33441 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Waltham | MA | 09/2016 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 09/2016 | Present |
1.9/14/16: Non-Variable Insurance-- INV REL--At Reported Business Location(s)-- Start 8/10/16--6Hrs/Month;0HrsDuringTrading 2.9/14/16:One Resource Group-- INV REL --At Reported Business Location(s)--Non-Variable Insurance Trails Only--Start 8/10/16--6HrS/MonthDuringTrading 3.9/14/16:Integrated Financial Partners- INV REL --At Reported Business Location(s)--DBA for LPL Business (entity for LPL business)--Start 8/10/16--160Hrs/Month;40HrsDuringTrading 4.9/14/16:InTouch Innovations—Not INV REL --At Reported Business Location(s)--Financial Marketing Company--Start 8/10/16--6Hrs/Month;0HrsDuringTrading 5.10/06/2016:Integrated Wealth Concepts LLC-- INV REL --At Reported Business Location(s)--Registered Investment Advisor Hybrid--Start 8/10/16--160HrS/MonthDuringTrading--I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV… 6.12/2/16: Integrated Financial Partners-- INV REL --At Reported Business Location(s)--Registered Investment Advisor DBA--Start 8/10/16--160Hrs/Month;40HrsDuringTrading 7.5/9/19: Integrated Partners-- INV REL--At Reported Business Location(s)--Registered Investment Advisor DBA--Start 4/29/19--40Hrs/MonthDuringTrading 8.6/12/20:Integrated-- INV REL--At Reported Business Location(s)--DBA for LPL Business (entity for LPL business)--Start 6/1/20--5Hrs/MonthDuringTrading 9.6/16/20: Integrated-- INV REL--At Reported Business Location(s)--Registered Investment Advisor DBA---Start 6/1/20--5Hrs/MonthDuringTrading 10.7/29/20: Integrated Alliance-- INV REL --At Reported Business Location(s)--Registered Investment Advisor DBA --Start 7/17/20--1Hr/MonthDuringTrading 11.8/5/20:Integrated Alliance-- INV REL --At Reported Business Location(s)--DBA for LPL Business (entity for LPL business)--Start 7/17/20--1Hr/MonthDuringTrading 12.9/2/20: Integrated CPA Alliance-- INV REL --At Reported Business Location(s)--Registered Investment Advisor DBA--Start 7/1/20--5Hrs/MonthDuringTrading 13.12/31/20: Integrated Retirement Plans-- INV REL --At Reported Business Location(s)--DBA for LPL Business (entity for LPL business)--Started 1/1/21--5Hrs/MonthDuringTrading 14.4/5/21: Other-Author --Not INV REL--Home Based-- --Start 3/1/21--5Hrs/MonthDuringTrading 15.5/10/21:Integrated Partners—INV REL--At Reported Business Location(s)--DBA for LPL Business (entity for LPL business)—Start 4/1/21--1Hr/MonthDuringTrading 16.6/9/26:Integrated Financial Insurance Solutions--Non-Variable Insurance--INV REL--At Reported Business Location(s)--Start 6/8/26--20 Hrs/MonthDuringTrading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-15 |
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