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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-03 |
| CA | RA | APPROVED | 2023-02-01 |
Branch Locations
12555 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laurel Wealth Advisors, Inc | Solana Beach | CA | 05/2012 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 02/2023 | Present |
1. Michael C. Graney has been licensed in the state of California as an insurance agent soliciting, offering and selling fixed life and long-term care insurance products since 2014 - life-only, accident and health, and variable contracts (CA Insurance License # ODO3816). Michael C. Graney generally spends 0 hours a month on this activity during trading hours. 2. Name of Outside Business or Organization: Poway Adult School Address: 1326 Twin Peaks Rd, Poway, CA 92064 Title: Lecturer Description of Business or Organization: Education Description of Duties or Responsibilities: Lecture on financial planning for women. Start Date: 2001 Hours Devoted to OBA Monthly: 0 during trading hrs. / 3 during non-trading hrs. 3. Name of Outside Business or Organization: Mira Costa Continuing Education Address: 1831 Mission Avenue, Oceanside, CA 92058 Title: Lecturer Description of Business or Organization: Education Description of Duties or Responsibilities: Lecture on financial planning for women. Start Date: 2001 Hours Devoted to OBA Monthly: 0 during trading hrs. / 3 during non-trading hrs. 4. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: LAUREL WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 5. 01/2025 - SURFINFIRE SURF SCHOOL - SURF COACH - NON-INV REL - AT REPORTED LOCATION(S) - 20 HOURS PER MONTH/20 HOURS PER SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2000-01-19 |
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