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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)34 years in industry

MARK DAVID CAVASINO

Advisor at INTEGRATED WEALTH CONCEPTS LLC

GLASTONBURY, CT

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Search this name across graphsid dfx:ria:158664be-ab8a-d1d6-b2d8-bcf4eed7dca6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 5, 2002 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: May 21, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 21, 1992
First registration: Apr 5, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 2241287

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	Oct 13, 2016	n/a	yes	GLASTONBURY, CT	Current employment
OSAIC FA, INC.	Former SEC adviser	Jan 16, 2004	Oct 11, 2016	no	GLASTONBURY, CT\|GLASTONBURY, CT	Previous registration
VERAVEST INVESTMENT ADVISORS, INC.	n/a	May 21, 2003	Dec 19, 2003	no	GLASTONBURY, CT	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 5, 2002	May 5, 2003	no	WETHERSFIELD, CT	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
OSAIC FA, INC.	INTEGRATED WEALTH CONCEPTS LLC	Oct 11, 2016	Oct 13, 2016	2	Bulk transfer	Other
VERAVEST INVESTMENT ADVISORS, INC.	OSAIC FA, INC.	Dec 19, 2003	Jan 16, 2004	28	Firm change	Other
MSI FINANCIAL SERVICES, INC.	VERAVEST INVESTMENT ADVISORS, INC.	May 5, 2003	May 21, 2003	16	Firm change	Other

Relationships

Registered with (4)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Oct 13, 2016 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 16, 2004 to Oct 11, 2016factForm ADV
→ VERAVEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
May 21, 2003 to Dec 19, 2003factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 5, 2002 to May 5, 2003factForm ADV

Dated events

No dated event names this entity yet.