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, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jan 5, 2021

First registration

Jan 8, 2021

Dual registered

no

Other names

Hannah Moss|Hannah Keiko Moss

IAPD individual key

7250660

• Occurred

  Sep 16, 2026
  Advisor changed firm

  Hannah Keiko Perez left Kestra Private Wealth Services, LLC for Integrated Wealth Concepts LLC (registered 2026-09-16)

  Form ADVobserved 4 days ago
• Occurred

  Sep 9, 2022
  Advisor changed firm

  Hannah Keiko Perez left Lpl Financial Llc for Kestra Private Wealth Services, Llc (registered 2022-09-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e015c77c-4de3-9884-58d6-6a8d23971870

First observed

Jan 8, 2021

Last observed

Sep 17, 2026 4 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.