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PAUL ANTON SAGANEY
CRD#: 1596351
IA
Investment Adviser
B
Broker
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 200 5TH AVE
SUITE 4010
WALTHAM, MA 02451
LPL FINANCIAL LLCCRD#: 6413 200 5TH AVE., SUITE 4010
WALTHAM, MA 02451
Registration History
199019952000200520102015202020252 FIRMS1989 - 1989 (<1 year)2 FIRMS1996 - 2003 (7 years)2 FIRMS2003 - 2016 (12 years)2 FIRMS2016 - Present (8 years)BTHE LINCOLN NATIONAL LIFE INSU... (CRD# 2580)2003 - 2006 (2 years)BCIGNA FINANCIAL ADVISORS,INC. (CRD# 145)1994 - 1996 (2 years)BNEW ENGLAND SECURITIES (CRD# 615)1989 - 1994 (4 years)BMUTUAL OF OMAHA FUND MANAGEMEN... (CRD# 611)1986 - 1989 (2 years)
Disclosure(s)
View By:
7/18/2008
Customer Dispute
Settled
License(s)

State Registrations

B
Alabama 10/13/2016

B
Montana 12/9/2016

B
Alaska 12/9/2016

B
Nebraska 3/9/2017

B
Arizona 9/15/2016

B
Nevada 12/22/2016

B
Arkansas 12/8/2016

B
New Hampshire 9/14/2016

B
California 9/14/2016

B
New Jersey 9/14/2016

B
Colorado 10/13/2016

B
New Mexico 5/18/2017

B
Connecticut 9/14/2016

B
New York 9/14/2016

B
Delaware 3/10/2017

B
North Carolina 9/14/2016

B
District of Columbia 9/14/2016

B
North Dakota 1/5/2018

B
Florida 9/14/2016

B
Ohio 9/14/2016

IA
Florida 4/5/2023

B
Oklahoma 1/12/2017

B
Georgia 11/2/2016

B
Oregon 3/8/2017

B
Hawaii 9/12/2018

B
Pennsylvania 9/14/2016

B
Idaho 1/8/2018

B
Puerto Rico 9/23/2021

B
Illinois 9/28/2017

B
Rhode Island 9/14/2016

B
Indiana 1/5/2018

B
South Carolina 9/14/2016

B
Iowa 1/8/2018

B
South Dakota 1/10/2018

B
Kansas 1/5/2018

B
Tennessee 9/15/2016

B
Kentucky 12/1/2016

B
Texas 9/14/2016

B
Louisiana 3/17/2017

IA
Texas 5/4/2018

B
Maine 9/14/2016

B
Utah 3/1/2017

B
Maryland 9/14/2016

B
Vermont 9/14/2016

B
Massachusetts 10/12/2016

B
Virgin Islands 6/12/2019

IA
Massachusetts 11/17/2016

B
Virginia 9/14/2016

B
Michigan 3/24/2017

B
Washington 10/19/2016

B
Minnesota 12/9/2016

B
West Virginia 12/7/2016

B
Mississippi 1/5/2018

B
Wisconsin 1/5/2018

B
Missouri 12/9/2016

B
Wyoming 1/5/2018

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656)
200 5TH AVE SUITE 4010, WALTHAM, MA 02451
600 WEST HILLSBORO BLVD SUITE 603, DEERFIELD BEACH, FL 33441
Registered with this firm since 11/17/2016

B
LPL FINANCIAL LLC (CRD#:6413)
200 5TH AVE., SUITE 4010, WALTHAM, MA 02451
DEERFIELD BEACH, FL
Registered with this firm since 9/14/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/19/2003 - 09/21/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
B
12/09/2003 - 09/21/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
B
12/09/2003 - 06/08/2006 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) GLASTONBURY, CT
IA
11/14/1996 - 12/12/2003 VERAVEST INVESTMENT ADVISORS, INC. (CRD#:105796) WALTHAM, MA
B
11/08/1996 - 12/12/2003 VERAVEST INVESTMENTS, INC. (CRD#:3960) WORCESTER, MA
B
02/07/1994 - 10/25/1996 CIGNA FINANCIAL ADVISORS,INC. (CRD#:145) RADNOR, PA
B
05/26/1989 - 01/19/1994 NEW ENGLAND SECURITIES (CRD#:615) NEW YORK, NY
B
12/08/1986 - 05/17/1989 MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (CRD#:611) OMAHA, NE
B
04/14/1989 - 05/08/1989 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
B
04/14/1989 - 05/08/1989 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.