DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kirk Hogan Baur

Integrated Wealth Concepts LLCindependent RIAMarlton, Nj IA-onlyIAPD 2957374

Feed of 09/15/2026

At current firm

7 y

since May 1, 2019

In the industry

28 y

since Dec 6, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/kirk-baur-01a50646reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Integrated Wealth Concepts LLC independent RIA current
since May 1, 2019 · Marlton, Nj
Davinci Financial Designs independent RIA
Jul 15, 2014 to May 3, 2019 · Marlton, Nj
First Command Financial Planning, Inc. former
Nov 1, 2006 to Aug 5, 2014 · Carlisle, Pa
First Command Bank unclassified
Apr 12, 2004 to Sep 2, 2005 · Fort Worth, Tx
First Command Financial Planning, Inc. former
Aug 5, 2003 to Oct 10, 2006 · Mount Laurel, Nj

Moves

a registration end followed by a registration begin elsewhere

Davinci Financial Designs to Integrated Wealth Concepts LLC
left May 3, 2019, registered May 1, 2019 (-2 days) · RIA to RIA · moved with a team
First Command Financial Planning, Inc. to Davinci Financial Designs
left Aug 5, 2014, registered Jul 15, 2014 (-21 days) · Other
First Command Financial Planning, Inc. to First Command Bank
left Oct 10, 2006, registered Apr 12, 2004 (-911 days) · Other
First Command Bank to First Command Financial Planning, Inc.
left Sep 2, 2005, registered Nov 1, 2006 (425 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address