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RIA / WealthAdvisor19 years in industry

KYLE J TRIPPEL

Advisor at INTEGRATED WEALTH CONCEPTS LLC

MODESTO, CA | FRESNO, CA

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Search this name across graphsid dfx:ria:bf7a1aad-cb93-ecfd-c911-87b993c4bc58

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 25, 2007 to Sep 15, 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: Aug 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 14, 2007
First registration: Sep 25, 2007
Dual registered: no
IAPD individual key: 5363127

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	Feb 1, 2023	n/a	yes	MODESTO, CA\|FRESNO, CA	Current employment
LAUREL WEALTH ADVISORS, INC.	Former SEC adviser	Jun 30, 2021	Mar 31, 2023	no	SOLANA BEACH, CA\|Fresno, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 31, 2009	Jun 14, 2021	no	FRESNO, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Sep 25, 2007	Apr 20, 2009	no	FRESNO, 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
LAUREL WEALTH ADVISORS, INC.	INTEGRATED WEALTH CONCEPTS LLC	Mar 31, 2023	Feb 1, 2023	-58	Bulk transfer	RIA to RIA
WELLS FARGO ADVISORS	LAUREL WEALTH ADVISORS, INC.	Jun 14, 2021	Jun 30, 2021	16	Firm change	Wirehouse to RIA
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Apr 20, 2009	Mar 31, 2009	-20	Firm change	Other

Relationships

Registered with (4)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Feb 1, 2023 to presentfactForm ADV
→ LAUREL WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 30, 2021 to Mar 31, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 31, 2009 to Jun 14, 2021factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Sep 25, 2007 to Apr 20, 2009factForm ADV

Dated events

No dated event names this entity yet.