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Detailed Report
MATTHEW ROBERT BARRETTE
MATTHEW R BARRETTE
CRD#: 2986878
IA
Investment Adviser
B
Broker
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 207 Albemarle Ave. SW
ROanoke, VA 24016
LPL FINANCIAL LLCCRD#: 6413 207 ALBEMARLE AVE SW
ROANOKE, VA 24016
Registration History
199820002002200420062008201020122014201620182020202220242026IAINTEGRATED WEALTH CONCEPTS LLC (CRD# 284656)2021 - Present (3 years)BLPL FINANCIAL LLC (CRD# 6413)2013 - Present (11 years)BSIGNATOR INVESTORS, INC. (CRD# 468)1998 - 2013 (15 years)IALEVEL FOUR ADVISORY SERVICES (CRD# 134086)2013 - 2021 (7 years)IASIGNATOR INVESTORS, INC. (CRD# 468)1999 - 2013 (14 years)
License(s)

State Registrations

B
Arizona 3/24/2021
B
New York 2/23/2023
B
California 9/10/2013
B
North Carolina 9/10/2013
B
District of Columbia 10/30/2013
B
South Carolina 9/10/2013
B
Florida 10/18/2013
B
Texas 7/11/2014
B
Georgia 11/4/2016
IA
Texas 5/25/2021
B
Indiana 1/16/2025
B
Virginia 9/10/2013
B
Maryland 3/10/2021
IA
Virginia 5/25/2021
B
Michigan 7/7/2016
B
Washington 9/10/2013

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656)
207 Albemarle Ave. SW, ROanoke, VA 24016
Registered with this firm since 5/25/2021
B
LPL FINANCIAL LLC (CRD#:6413)
207 ALBEMARLE AVE SW, ROANOKE, VA 24016
Registered with this firm since 9/10/2013
Previous Registration(s)
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IA
 09/13/2013 - 05/25/2021 LEVEL FOUR ADVISORY SERVICES (CRD#:134086) ROANOKE, VA
IA
 08/13/1999 - 09/11/2013 SIGNATOR INVESTORS, INC. (CRD#:468) ROANOKE, VA
B
 01/06/1998 - 09/11/2013 SIGNATOR INVESTORS, INC. (CRD#:468) ROANOKE, VA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.