Michael Muniz

Current Employers

Employment History

• 07/2015 → 05/2019
  Lincoln Financial Advisors Corporation
  San Diego, CA
• 05/2019 → Present
  Lpl Financial, Llc
  San Diego, CA
• 05/2019 → Present
  Integrated Wealth Concepts, Llc
  San Diego, CA

Previous Registrations

• 2015-08-05 → 2019-05-13
  Osaic Fa, Inc.
  San Diego, CA

Other Businesses

1. 05/10/2019 - The Mohr Financial Group - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 06/2015 0 Hrs/Mth - 0 Hrs During Trading. 2. 05/10/2019 - The Mohr Financial Group - Non-Variable Insurance - At Reported Business Location(s) - Inv Related - Start date: 06/2015 0 Hrs/Mth - 0 Hrs During Trading. 3. 5/14/2019 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/2016 - 48 Hours Per Month - Time Spent 30% - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 12/2016. I expect to spend approximately 48 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 5/14/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) The Mohr Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/2019 - 48 Hours Per Month - Time Spent 30%. 5. 1/21/2021 - Alpenglow Investment Management - DBA: Alpenglow Investment Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2020 - 120 Hours Per Month/5 Hours During Securities Trading. 6. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 7. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 8. 5/7/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 9. 5/11/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 10. 01/19/2024 - Park Ridge LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 01/02/2024 - 1 Hour Per Month/ 0 Hours During Trading 11) 06/10/2025 - GOTTLIEB WEALTH MANAGEMENT - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/01/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 12) 06/11/2025 - INTEGRATED WEALTH CONCEPTS DBA: Gottlieb Wealth Management - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:06/01/2025 - 5 Hrs/Mth - 5 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-04
• S63 Uniform Securities Agent State Law Examination
  2007-05-24

Other Names

• Michael S Muniz
• Michael S. Muniz