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RIA / WealthAdvisor45 years in industry

DONALD LEROY RITTENHOUSE

Advisor at INTEGRATED WEALTH CONCEPTS LLC

VALLEY CENTER, CA | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:e0d05cfa-e492-1d9d-fe5c-bea2bcab79a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1997 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: Jan 27, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 27, 1981
First registration: Jul 8, 1997
Dual registered: no
Other names: DON RITTENHOUSE
IAPD individual key: 400251

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	VALLEY CENTER, CA\|SAN DIEGO, CA	Current employment
LAUREL WEALTH ADVISORS, INC.	Former SEC adviser	Jul 11, 2022	Mar 31, 2023	no	SOLANA BEACH, CA\|Valley Center, CA	Previous registration
LAUREL WEALTH ADVISORS, INC.	Former SEC adviser	Jan 4, 2013	Dec 31, 2020	no	SOLANA BEACH, CA\|Bosnell, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 28, 2013	no	CARLSBAD, CA\|Carlsbad, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 8, 1997	Jun 1, 2009	no	CARLSBAD, CA\|CARLSBAD, 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
MORGAN STANLEY	LAUREL WEALTH ADVISORS, INC.	Jan 28, 2013	Jan 4, 2013	-24	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	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
Jul 11, 2022 to Mar 31, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 28, 2013factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 8, 1997 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.