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RIA / WealthAdvisor26 years in industry

MICHAEL CAMPBELL GRANEY

Advisor at INTEGRATED WEALTH CONCEPTS LLC

CARLSBAD, CA | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:0278a59b-2461-1479-e212-38ff4977eb0d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 1, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INTEGRATED WEALTH CONCEPTS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 19, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 19, 2000
First registration: Oct 1, 2001
Dual registered: no
IAPD individual key: 4046453

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INTEGRATED WEALTH CONCEPTS LLC	Independent wealth	Feb 1, 2023	n/a	yes	CARLSBAD, CA\|SAN DIEGO, CA	Current employment
LAUREL WEALTH ADVISORS, INC.	Former SEC adviser	Jan 29, 2021	Mar 31, 2023	no	Carlsbad, CA\|SOLANA BEACH, CA	Previous registration
LAUREL WEALTH ADVISORS, INC.	Former SEC adviser	May 18, 2012	Dec 31, 2020	no	SOLANA BEACH, CA\|Carlsbad, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 5, 2009	May 21, 2012	no	San Diego, CA	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jan 21, 2009	Oct 5, 2009	no	SAN DIEGO, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 1, 2001	Feb 5, 2009	no	CARLSBAD, CA\|CARLSBAD, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LAUREL WEALTH ADVISORS, INC.	INTEGRATED WEALTH CONCEPTS LLC	Mar 31, 2023	Feb 1, 2023	-58	Bulk transfer	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	LAUREL WEALTH ADVISORS, INC.	May 21, 2012	May 18, 2012	-3	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Oct 5, 2009	Oct 5, 2009	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	AMERIPRISE ADVISOR SERVICES, INC.	Feb 5, 2009	Jan 21, 2009	-15	Firm change	Other

Relationships

Registered with (5)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Feb 1, 2023 to presentfactForm ADV
→ LAUREL WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 29, 2021 to Mar 31, 2023factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 5, 2009 to May 21, 2012factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jan 21, 2009 to Oct 5, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 1, 2001 to Feb 5, 2009factForm ADV

Dated events

No dated event names this entity yet.