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.

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

Apr 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S65|S63

First exam

Oct 21, 2018

First registration

Feb 3, 2022

Dual registered

no

Other names

Erwin Reguindin|Erwin Posadas Reguindin

IAPD individual key

7012356

• Occurred

  Sep 15, 2025
  Advisor changed firm

  Erwin Reguindin left Edward Jones for Integrated Wealth Concepts Llc (registered 2025-09-12)

  Form ADVobserved 6 days ago
• Occurred

  Jan 12, 2024
  Advisor changed firm

  Erwin Reguindin left Anchor Financial for Edward Jones (registered 2024-03-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4ab109d1-1325-fb16-0b51-fa5ee235c987

First observed

Feb 3, 2022

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.