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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Michael Thomas McDaid

Advisor at INTEGRATED WEALTH CONCEPTS LLC

BROOMFIELD, CO | ESCONDIDO, CA

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Search this name across graphsid dfx:ria:79358c4d-71eb-95b3-f435-ae5cdfafa495

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 14, 2016 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: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 21, 2016
First registration: Oct 14, 2016
Dual registered: no
Other names: MICHAEL MCDAID
IAPD individual key: 5665809

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 1, 2024	n/a	yes	BROOMFIELD, CO\|ESCONDIDO, CA	Current employment
Onedigital	Institutional manager	Jul 1, 2020	Jan 21, 2025	no	SAN DIEGO, CA\|OVERLAND PARK, KS\|Escondido, CA	Previous registration
CLG LLC	Independent wealth	Dec 18, 2019	Jul 1, 2020	no	LONG BEACH, CA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Dec 18, 2019	Jul 8, 2020	no	LONG BEACH, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 12, 2017	Dec 5, 2019	no	Long Beach, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 12, 2017	Dec 5, 2019	no	Long Beach, CA	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Oct 14, 2016	Dec 20, 2016	no	IRVINE, 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 21, 2025	Nov 1, 2024	-81	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	Onedigital	Jul 8, 2020	Jul 1, 2020	-7	Firm change	Other
CLG LLC	CETERA ADVISOR NETWORKS LLC	Jul 1, 2020	Dec 18, 2019	-196	Firm change after gap	RIA to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CLG LLC	Dec 5, 2019	Dec 18, 2019	13	Firm change	RIA to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Dec 5, 2019	Jan 12, 2017	-1,057	Channel change	Other
PARK AVENUE SECURITIES LLC	TD AMERITRADE, INC.	Dec 20, 2016	Jan 12, 2017	23	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
106766:284656:CA:2025-01-16	Jan 21, 2025	Nov 1, 2024	ESCONDIDO, CA	Firm change after gap

Relationships

Registered with (7)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Nov 1, 2024 to presentfactForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Jul 1, 2020 to Jan 21, 2025factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Dec 18, 2019 to Jul 8, 2020factForm ADV
→ CLG LLCRegistered adviserregistration: previous registration
Dec 18, 2019 to Jul 1, 2020factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 12, 2017 to Dec 5, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jan 12, 2017 to Dec 5, 2019factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Oct 14, 2016 to Dec 20, 2016factForm ADV

Dated events

Occurred
Jan 21, 2025
Advisor changed firm
Michael Thomas Mcdaid left Onedigital for Integrated Wealth Concepts Llc (registered 2024-11-01)
Form ADVobserved 5 days ago