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RIA / WealthAdvisorCertified Financial Planner20 years in industry

GREGORY RONALD BOGDAN

Advisor at INTEGRATED WEALTH CONCEPTS LLC

Elmhurst, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:262b966a-5084-be2d-9859-ec9adacc2322

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 9, 2009 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: Aug 22, 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: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 22, 2006
First registration: Jan 9, 2009
Dual registered: no
IAPD individual key: 4994933

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	Jul 6, 2026	n/a	yes	Elmhurst, IL	Current employment
HIGHTOWER ADVISORS, LLC	Bd affiliated wealth	Oct 12, 2020	Jul 6, 2026	no	Chicago, IL\|CHICAGO, IL\|Chicago, IL	Previous registration
PRIVATE VISTA, LLC	Former SEC adviser	May 21, 2015	Nov 4, 2020	no	OAK BROOK, IL\|Chicago, IL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 9, 2009	May 19, 2014	no	Westminster, CO\|BOXBOROUGH, MA	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
HIGHTOWER ADVISORS, LLC	INTEGRATED WEALTH CONCEPTS LLC	Jul 6, 2026	Jul 6, 2026	0	Firm change	Ibd to RIA
PRIVATE VISTA, LLC	HIGHTOWER ADVISORS, LLC	Nov 4, 2020	Oct 12, 2020	-23	Firm change	RIA to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	PRIVATE VISTA, LLC	May 19, 2014	May 21, 2015	367	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
145323:284656:IL:2026-07-06	Jul 6, 2026	Jul 6, 2026	CHICAGO, IL	Firm change
108084:145323:IL:2020-11-04	Nov 4, 2020	Oct 12, 2020	CHICAGO, IL	Firm change

Relationships

Registered with (4)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Jul 6, 2026 to presentfactForm ADV
→ HIGHTOWER ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 12, 2020 to Jul 6, 2026factForm ADV
→ PRIVATE VISTA, LLCRegistered adviserregistration: previous registration
May 21, 2015 to Nov 4, 2020factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 9, 2009 to May 19, 2014factForm ADV

Dated events

Occurred
Jul 6, 2026
Advisor changed firm
Gregory Ronald Bogdan left Hightower Advisors, Llc for Integrated Wealth Concepts Llc (registered 2026-07-06)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:262b966a-5084-be2d-9859-ec9adacc2322
First observed: Jan 9, 2009
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREGORY RONALD BOGDAN

Advisor at INTEGRATED WEALTH CONCEPTS LLC

Elmhurst, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:262b966a-5084-be2d-9859-ec9adacc2322

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:30 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

INTEGRATED WEALTH CONCEPTS LLC

Independent wealth

Jul 6, 2026

n/a

yes

Elmhurst, IL

Current employment

HIGHTOWER ADVISORS, LLC

Bd affiliated wealth

Oct 12, 2020

Jul 6, 2026

Chicago, IL|CHICAGO, IL|Chicago, IL

Previous registration

PRIVATE VISTA, LLC

Former SEC adviser

May 21, 2015

Nov 4, 2020

OAK BROOK, IL|Chicago, IL

Previous registration

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

Jan 9, 2009

May 19, 2014

Westminster, CO|BOXBOROUGH, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

HIGHTOWER ADVISORS, LLC

INTEGRATED WEALTH CONCEPTS LLC

Jul 6, 2026

Firm change

Ibd to RIA

PRIVATE VISTA, LLC

HIGHTOWER ADVISORS, LLC

Nov 4, 2020

Oct 12, 2020

-23

Firm change

RIA to ibd

AMERIPRISE FINANCIAL SERVICES, LLC

PRIVATE VISTA, LLC

May 19, 2014

May 21, 2015

367

Firm change

Other

Team

Left

Joined

From

Kind

145323:284656:IL:2026-07-06

Jul 6, 2026

CHICAGO, IL

Firm change

108084:145323:IL:2020-11-04

Nov 4, 2020

Oct 12, 2020

CHICAGO, IL

Firm change