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

Melissa Marin

Integrated Wealth Concepts LLCindependent RIAChula Vista, CaIA-onlyIAPD 4462234

Feed of 09/14/2026

Also filed as Melissa Castanon

At current firm

0 y

since Nov 14, 2025

In the industry

24 y

since Mar 15, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Integrated Wealth Concepts LLC independent RIA current
since Nov 14, 2025 · Chula Vista, Ca
Onedigital institutional
Oct 5, 2022 to Jan 16, 2025 · Escondido, Ca
Manning Wealth Management, Inc. unclassified
Dec 22, 2020 to Oct 5, 2022 · San Diego, Ca
Commonwealth Financial Network national BD
Jul 8, 2019 to Oct 4, 2022 · San Diego, Ca
Hub International Investment Services Inc. unclassified
Jan 3, 2013 to May 30, 2014 · Westlake Village, Ca
Financial Telesis, Inc. former
Jun 6, 2008 to May 29, 2014 · San Diego, Ca
Valic Financial Advisors, Inc. BD affiliated
Oct 2, 2006 to Mar 7, 2008 · San Diego, Ca
Ifmg Securities, Inc. unclassified
Dec 6, 2004 to Sep 8, 2006 · La Mesa, Ca
North Island Credit Union unclassified
Nov 6, 2002 to Jul 28, 2004 · Chula Vista, Ca
Cuso Financial Services, L.P. former
Jun 26, 2002 to Jul 14, 2004 · Chula Vista, Ca

Moves

a registration end followed by a registration begin elsewhere

Onedigital to Integrated Wealth Concepts LLC
left Jan 16, 2025, registered Nov 14, 2025 (302 days) · Other
Manning Wealth Management, Inc. to Onedigital
left Oct 5, 2022, registered Oct 5, 2022 (0 days) · Other
Commonwealth Financial Network to Manning Wealth Management, Inc.
left Oct 4, 2022, registered Dec 22, 2020 (-651 days) · Other
Hub International Investment Services Inc. to Commonwealth Financial Network
left May 30, 2014, registered Jul 8, 2019 (1865 days) · Other
Financial Telesis, Inc. to Hub International Investment Services Inc.
left May 29, 2014, registered Jan 3, 2013 (-511 days) · Other
Valic Financial Advisors, Inc. to Financial Telesis, Inc.
left Mar 7, 2008, registered Jun 6, 2008 (91 days) · Other
Ifmg Securities, Inc. to Valic Financial Advisors, Inc.
left Sep 8, 2006, registered Oct 2, 2006 (24 days) · Other
North Island Credit Union to Ifmg Securities, Inc.
left Jul 28, 2004, registered Dec 6, 2004 (131 days) · Other
Cuso Financial Services, L.P. to North Island Credit Union
left Jul 14, 2004, registered Nov 6, 2002 (-616 days) · Other

Signals

Melissa Marin left Onedigital for Integrated Wealth Concepts Llc (registered 2025-11-14)
Jan 16, 2025 · Advisor changed firm · fact
Melissa Marin left Manning Wealth Management, Inc. for Onedigital (registered 2022-10-05)
Oct 5, 2022 · Advisor changed firm · fact
Melissa Marin left Commonwealth Financial Network for Manning Wealth Management, Inc. (registered 2020-12-22)
Oct 4, 2022 · Advisor changed firm · fact

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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address