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CASSIDY CORWIN KING
CRD#: 4672112
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
2004200620082010201220142016201820202022202420262 FIRMS2010 - 2016 (6 years)2 FIRMS2016 - Present (8 years)BAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2003 - 2010 (6 years)BIDS LIFE INSURANCE COMPANY (CRD# 6321)2003 - 2006 (2 years)IAAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2008 - 2010 (2 years)
License(s)

State Registrations

B
California 10/7/2016

B
New Hampshire 10/7/2016

B
Connecticut 10/7/2016

B
New Jersey 10/7/2016

B
Florida 10/7/2016

B
New York 10/7/2016

B
Georgia 10/7/2016

B
Ohio 10/7/2016

B
Illinois 10/7/2016

B
Pennsylvania 10/7/2016

B
Indiana 10/7/2016

B
Rhode Island 10/7/2016

B
Maine 10/5/2017

B
Texas 10/30/2018

B
Maryland 10/7/2016

IA
Texas 11/21/2022

B
Massachusetts 10/7/2016

B
Vermont 10/7/2016

IA
Massachusetts 10/14/2016

B
Virginia 10/7/2016

B
Minnesota 6/8/2017

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
Registered with this firm since 10/14/2016

B
LPL FINANCIAL LLC (CRD#:6413)
200 5TH AVE., SUITE 4010, WALTHAM, MA 02451
GROTON, MA
Registered with this firm since 10/7/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/05/2010 - 10/21/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
B
03/31/2010 - 10/21/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
IA
01/15/2008 - 04/09/2010 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) WALTHAM, MA
B
08/04/2003 - 04/09/2010 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) WALTHAM, MA
B
08/04/2003 - 07/03/2006 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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B
Broker
IA
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.