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

Aug 1, 1980earliest registration or exam on IAPD

Years in industry

46derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jun 22, 2019

First registration

Jan 4, 2021

Dual registered

no

Other names

MARTIN DAVID EISENSTEIN

IAPD individual key

3115927

• Occurred

  Mar 27, 2025
  Advisor changed firm

  Martin David Eisenstein left Rmr Wealth Builders, Inc. for Integrated Wealth Concepts Llc (registered 2025-03-19)

  Form ADVobserved 5 days ago
• Occurred

  Jul 26, 2022
  Advisor changed firm

  Martin David Eisenstein left Financial Gravity Family Office Services, Llc for Rmr Wealth Builders, Inc. (registered 2022-10-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:75f24a92-2afd-50fb-622f-9a51b7684df7

First observed

Jan 4, 2021

Last observed

Sep 14, 2026 6 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.