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

Dec 17, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S65

First exam

Dec 17, 2008

First registration

Jan 24, 2014

Dual registered

no

Other names

ANDREW ROSS|ANDREW C ROSS

IAPD individual key

5574651

Graph

RIA / Wealth Management

Canonical id

dfx:ria:efd65819-6b41-b6dd-bf5c-3758e7b4e4c2

First observed

Jan 24, 2014

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.