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RIA / WealthAdvisor22 years in industry

CONNOR FRANCIS DOLAN

Advisor at INTEGRATED WEALTH CONCEPTS LLC

GUILFORD, CT

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Search this name across graphsid dfx:ria:f55fe348-1762-8984-c2e3-c0c8aaccf32c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 8, 2006 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: Aug 14, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Aug 14, 2004
First registration: Mar 8, 2006
Dual registered: no
IAPD individual key: 4749648

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	Dec 8, 2025	n/a	yes	GUILFORD, CT	Current employment
Dynamic	Independent wealth	Aug 21, 2019	Jan 2, 2026	no	PHOENIX, AZ\|Guilford, CT	Previous registration
GREY LEDGE ADVISORS, LLC	Independent wealth	Nov 17, 2016	May 6, 2019	no	GUILFORD, CT	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Oct 12, 2009	May 23, 2016	no	BRANFORD, CT\|GUILFORD, CT\|GUILFORD, CT\|NORTH MADISON, CT	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jun 26, 2009	no	ESSEX, CT	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Oct 11, 2007	Jun 1, 2009	no	ESSEX, CT\|HARTFORD, CT\|MADISON, CT	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Mar 8, 2006	Oct 4, 2007	no	ESSEX, CT\|ESSEX, CT	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
Dynamic	INTEGRATED WEALTH CONCEPTS LLC	Jan 2, 2026	Dec 8, 2025	-25	Firm change	RIA to RIA
GREY LEDGE ADVISORS, LLC	Dynamic	May 6, 2019	Aug 21, 2019	107	Firm change	RIA to RIA
OSAIC INSTITUTIONS, INC.	GREY LEDGE ADVISORS, LLC	May 23, 2016	Nov 17, 2016	178	Firm change	Other
MORGAN STANLEY	OSAIC INSTITUTIONS, INC.	Jun 26, 2009	Oct 12, 2009	108	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
A. G. EDWARDS & SONS, INC.	MORGAN STANLEY & CO. LLC	Oct 4, 2007	Oct 11, 2007	7	Firm change	Other

Relationships

Registered with (7)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Dec 8, 2025 to presentfactForm ADV
→ DYNAMICRegistered adviserregistration: previous registration
Aug 21, 2019 to Jan 2, 2026factForm ADV
→ GREY LEDGE ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 17, 2016 to May 6, 2019factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Oct 12, 2009 to May 23, 2016factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jun 26, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Oct 11, 2007 to Jun 1, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Mar 8, 2006 to Oct 4, 2007factForm ADV

Dated events

Occurred
Jan 2, 2026
Advisor changed firm
Connor Francis Dolan left Dynamic for Integrated Wealth Concepts Llc (registered 2025-12-08)
Form ADVobserved 4 days ago