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RIA / WealthAdvisor24 years in industry

MELISSA MARIN

Advisor at INTEGRATED WEALTH CONCEPTS LLC

CHULA VISTA, CA

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Search this name across graphsid dfx:ria:457cc207-0d0d-aa9b-0147-38f388dad1d8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Jun 26, 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: Mar 15, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Mar 15, 2002
First registration: Jun 26, 2002
Dual registered: no
Other names: MELISSA CASTANON|MELISSA CASTANAN|MELISSA CASTANON
IAPD individual key: 4462234

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	Nov 14, 2025	n/a	yes	CHULA VISTA, CA	Current employment
Onedigital	Institutional manager	Oct 5, 2022	Jan 16, 2025	no	Escondido, CA\|OVERLAND PARK, KS	Previous registration
MANNING WEALTH MANAGEMENT, INC.	n/a	Dec 22, 2020	Oct 5, 2022	no	San Diego, CA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jul 8, 2019	Oct 4, 2022	no	SAN DIEGO, CA	Previous registration
HUB INTERNATIONAL INVESTMENT SERVICES INC.	n/a	Jan 3, 2013	May 30, 2014	no	WESTLAKE VILLAGE, CA\|SAN DIEGO, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Jun 6, 2008	May 29, 2014	no	SAN DIEGO, CA\|SAN RAFAEL, CA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Oct 2, 2006	Mar 7, 2008	no	SAN DIEGO, CA	Previous registration
IFMG SECURITIES, INC.	n/a	Dec 6, 2004	Sep 8, 2006	no	LA MESA, CA\|LA MESA, CA	Previous registration
NORTH ISLAND CREDIT UNION	n/a	Nov 6, 2002	Jul 28, 2004	no	CHULA VISTA, CA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jun 26, 2002	Jul 14, 2004	no	CHULA VISTA, 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
Onedigital	INTEGRATED WEALTH CONCEPTS LLC	Jan 16, 2025	Nov 14, 2025	302	Firm change	Other
MANNING WEALTH MANAGEMENT, INC.	Onedigital	Oct 5, 2022	Oct 5, 2022	0	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	MANNING WEALTH MANAGEMENT, INC.	Oct 4, 2022	Dec 22, 2020	-651	Firm change after gap	Other
HUB INTERNATIONAL INVESTMENT SERVICES INC.	COMMONWEALTH FINANCIAL NETWORK	May 30, 2014	Jul 8, 2019	1,865	Firm change after gap	Other
FINANCIAL TELESIS, INC.	HUB INTERNATIONAL INVESTMENT SERVICES INC.	May 29, 2014	Jan 3, 2013	-511	Firm change after gap	Other
VALIC FINANCIAL ADVISORS, INC.	FINANCIAL TELESIS, INC.	Mar 7, 2008	Jun 6, 2008	91	Firm change	Other
IFMG SECURITIES, INC.	VALIC FINANCIAL ADVISORS, INC.	Sep 8, 2006	Oct 2, 2006	24	Firm change	Other
NORTH ISLAND CREDIT UNION	IFMG SECURITIES, INC.	Jul 28, 2004	Dec 6, 2004	131	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	NORTH ISLAND CREDIT UNION	Jul 14, 2004	Nov 6, 2002	-616	Firm change after gap	Other

Relationships

Registered with (10)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Nov 14, 2025 to presentfactForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Oct 5, 2022 to Jan 16, 2025factForm ADV
→ MANNING WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 22, 2020 to Oct 5, 2022factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jul 8, 2019 to Oct 4, 2022factForm ADV
→ HUB INTERNATIONAL INVESTMENT SERVICES INC.Registered adviserregistration: previous registration
Jan 3, 2013 to May 30, 2014factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Jun 6, 2008 to May 29, 2014factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 2, 2006 to Mar 7, 2008factForm ADV
→ IFMG SECURITIES, INC.Registered adviserregistration: previous registration
Dec 6, 2004 to Sep 8, 2006factForm ADV
→ NORTH ISLAND CREDIT UNIONRegistered adviserregistration: previous registration
Nov 6, 2002 to Jul 28, 2004factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jun 26, 2002 to Jul 14, 2004factForm ADV

Dated events

Occurred
Jan 16, 2025
Advisor changed firm
Melissa Marin left Onedigital for Integrated Wealth Concepts Llc (registered 2025-11-14)
Form ADVobserved 5 days ago
Occurred
Oct 5, 2022
Advisor changed firm
Melissa Marin left Manning Wealth Management, Inc. for Onedigital (registered 2022-10-05)
Form ADVobserved 5 days ago
Occurred
Oct 4, 2022
Advisor changed firm
Melissa Marin left Commonwealth Financial Network for Manning Wealth Management, Inc. (registered 2020-12-22)
Form ADVobserved 5 days ago