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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

DOUGLAS MICHAEL TURNER

Advisor at INTEGRATED WEALTH CONCEPTS LLC

SOUTH WINDSOR, CT

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:577de43c-c63a-e67b-aad5-ba95127e9bee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 24, 2005 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: Feb 11, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 11, 2002
First registration: Feb 24, 2005
Dual registered: yes, broker-dealer
Other names: DOUGLAS M TURNER
IAPD individual key: 2228986

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 12, 2021	n/a	yes	SOUTH WINDSOR, CT	Current employment
COBURN & MEREDITH, INC.	Former SEC adviser	Sep 17, 2015	Jul 12, 2021	no	SIMSBURY, CT\|south windsor, CT	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 24, 2005	Sep 9, 2015	no	HARTFORD, CT\|HARTFORD, 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
COBURN & MEREDITH, INC.	INTEGRATED WEALTH CONCEPTS LLC	Jul 12, 2021	Jul 12, 2021	0	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	COBURN & MEREDITH, INC.	Sep 9, 2015	Sep 17, 2015	8	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
164:284656:CT:2021-07-12	Jul 12, 2021	Jul 12, 2021	SOUTH WINDSOR, CT	Firm change

Relationships

Registered with (3)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Jul 12, 2021 to presentfactForm ADV
→ COBURN & MEREDITH, INC.Registered adviserregistration: previous registration
Sep 17, 2015 to Jul 12, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 24, 2005 to Sep 9, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:577de43c-c63a-e67b-aad5-ba95127e9bee
First observed: Feb 24, 2005
Last observed: Sep 14, 2026 5 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.

DOUGLAS MICHAEL TURNER

Advisor at INTEGRATED WEALTH CONCEPTS LLC

SOUTH WINDSOR, CT

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:577de43c-c63a-e67b-aad5-ba95127e9bee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:17 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

INTEGRATED WEALTH CONCEPTS LLC

Independent wealth

Jul 12, 2021

n/a

yes

SOUTH WINDSOR, CT

Current employment

COBURN & MEREDITH, INC.

Former SEC adviser

Sep 17, 2015

Jul 12, 2021

SIMSBURY, CT|south windsor, CT

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Feb 24, 2005

Sep 9, 2015

HARTFORD, CT|HARTFORD, CT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

COBURN & MEREDITH, INC.

INTEGRATED WEALTH CONCEPTS LLC

Jul 12, 2021

Firm change

RIA to RIA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

COBURN & MEREDITH, INC.

Sep 9, 2015

Sep 17, 2015

Firm change

Other

Team

Left

Joined

From

Kind

164:284656:CT:2021-07-12

Jul 12, 2021

SOUTH WINDSOR, CT

Firm change