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RIA / WealthAdvisorChartered Financial Analyst20 years in industry

JOHN ANDRE DE CARVALHO

Advisor at INTEGRATED WEALTH CONCEPTS LLC

REDMOND, WA | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:0c3e41d5-cb19-0bc6-4c88-37921bffd7bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2006 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: Mar 17, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
First registration: Mar 17, 2006
Dual registered: no
IAPD individual key: 5113789

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	Apr 16, 2026	n/a	yes	SCOTTSDALE, AZ\|REDMOND, WA	Current employment
PARCION PRIVATE WEALTH LLC	Independent wealth	Jun 22, 2020	Dec 8, 2023	no	BELLEVUE, WA	Previous registration
THREADLINE WEALTH	Independent wealth	Feb 28, 2014	Mar 6, 2018	no	BELLEVUE, WA	Previous registration
COLDSTREAM WEALTH MANAGEMENT	Former SEC adviser	Mar 17, 2006	Jan 30, 2014	no	BELLEVUE, WA	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
PARCION PRIVATE WEALTH LLC	INTEGRATED WEALTH CONCEPTS LLC	Dec 8, 2023	Apr 16, 2026	860	Firm change after gap	RIA to RIA
THREADLINE WEALTH	PARCION PRIVATE WEALTH LLC	Mar 6, 2018	Jun 22, 2020	839	Firm change after gap	Other
COLDSTREAM WEALTH MANAGEMENT	THREADLINE WEALTH	Jan 30, 2014	Feb 28, 2014	29	Firm change	Other

Relationships

Registered with (4)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ PARCION PRIVATE WEALTH LLCRegistered adviserregistration: previous registration
Jun 22, 2020 to Dec 8, 2023factForm ADV
→ THREADLINE WEALTHRegistered adviserregistration: previous registration
Feb 28, 2014 to Mar 6, 2018factForm ADV
→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 17, 2006 to Jan 30, 2014factForm ADV

Dated events

Occurred
Dec 8, 2023
Advisor changed firm
John Andre De Carvalho left Parcion Private Wealth Llc for Integrated Wealth Concepts Llc (registered 2026-04-16)
Form ADVobserved 6 days ago