Jeremy David Gottlieb

Current Employers

Employment History

• 12/2011 → Present
  Lpl Financial Llc
  Carlsbad, CA
• 01/2012 → 01/2019
  Independent Financial Partners
  Carlsbad, CA
• 01/2019 → Present
  Integrated Wealth Concepts, Llc
  Carlsbad, CA

Previous Registrations

• 2012-01-09 → 2019-01-17
  Independent Financial Partners
  Carlsbad, CA
• 2010-04-09 → 2011-12-13
  Lucia Capital Group
  San Diego, CA
• 2006-01-19 → 2010-11-10
  Raymond J. Lucia Companies, Inc.
  San Diego, CA
  Newport Beach, CA
  Boca Raton, FL
• 2007-08-17 → 2007-09-27
  Securities America Advisors, Inc.
  Boca Raton, FL
  San Diego, CA
• 2002-04-29 → 2007-08-17
  Securities America Advisors, Inc.
  Boca Raton, FL
• 2004-05-17 → 2006-03-07
  Rjl Financial Network, L.L.C.
  Boca Raton, FL

Other Businesses

1. 9/27/2012: GOTTLIEB WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/11/2019 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/22/2019 - 120 Hours Per Month/40 Hours During Securities Trading. 3. 3/13/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/22/2019 - 120 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 01/2019. I expect to spend approximately 120 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. 4. 3/26/2020 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Gottlieb Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 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. 6. 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-20