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RIA / WealthAdvisor35 years in industry

PETER ELIOT GAIDE

Advisor at INTEGRATED WEALTH CONCEPTS LLC

Bennet, NE

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Search this name across graphsid dfx:ria:2455a09b-8dea-7274-2a64-60173136a345

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 1, 1999 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: Dec 7, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 7, 1990
First registration: Jan 1, 1999
Dual registered: no
IAPD individual key: 1103567

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	Jan 27, 2025	n/a	yes	Bennet, NE	Current employment
PRISM FINANCIAL STRATEGIES, LLC	Former SEC adviser	Jun 30, 2020	Dec 12, 2023	no	Bennet, NE\|ENGLEWOOD, CO	Previous registration
CORNERSTONE CAPITAL ADVISORS, INC.	Former SEC adviser	Jun 30, 2006	Jul 8, 2020	no	ENGLEWOOD, CO	Previous registration
CORNERSTONE CAPITAL ADVISORS	n/a	Jan 1, 1999	Jun 30, 2006	no	LAKEWOOD, CO	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
PRISM FINANCIAL STRATEGIES, LLC	INTEGRATED WEALTH CONCEPTS LLC	Dec 12, 2023	Jan 27, 2025	412	Firm change after gap	RIA to RIA
CORNERSTONE CAPITAL ADVISORS, INC.	PRISM FINANCIAL STRATEGIES, LLC	Jul 8, 2020	Jun 30, 2020	-8	Firm change	Other
CORNERSTONE CAPITAL ADVISORS	CORNERSTONE CAPITAL ADVISORS, INC.	Jun 30, 2006	Jun 30, 2006	0	Firm change	Other

Relationships

Registered with (4)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Jan 27, 2025 to presentfactForm ADV
→ PRISM FINANCIAL STRATEGIES, LLCRegistered adviserregistration: previous registration
Jun 30, 2020 to Dec 12, 2023factForm ADV
→ CORNERSTONE CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Jun 30, 2006 to Jul 8, 2020factForm ADV
→ CORNERSTONE CAPITAL ADVISORSRegistered adviserregistration: previous registration
Jan 1, 1999 to Jun 30, 2006factForm ADV

Dated events

Occurred
Dec 12, 2023
Advisor changed firm
Peter Eliot Gaide left Prism Financial Strategies, Llc for Integrated Wealth Concepts Llc (registered 2025-01-27)
Form ADVobserved 6 days ago