Michael T Goddard

Current Employers

Employment History

• 01/2013 → 12/2018
  Lpl Financial Llc
  Torrance, CA
• 06/2013 → 12/2018
  Independent Financial Partners
  Torrance, CA
• 12/2018 → 01/2025
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 01/2019 → 12/2019
  Triad Advisors
  Norcross, GA
• 01/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2018-12-03 → 2025-01-16
  Onedigital
  Torrance, CA
  Overland Park, KS
• 2013-06-25 → 2018-12-31
  Independent Financial Partners
  Torrance, CA
• 2013-01-16 → 2015-10-29
  Lpl Financial Llc
  Torrance, CA
  San Diego, CA
  Torrance, CA
• 2009-06-01 → 2013-02-08
  Morgan Stanley
  Torrance, CA
  Torrance, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Torrance, CA
• 2004-04-19 → 2007-04-02
  Morgan Stanley Dw Inc.
  Torrance, CA
  Torrance, CA

Other Businesses

1)C-Suite Connector(dba);not investment related;1132 South Averill Ave,San Pedro,CA 90732;web-based executive networking group;CEO/founder;12/4/2014;5 hrs/month;0 hrs during trading;non-technical website maintenance which mostly involves monitoring job postings and posting meeting notices 2)Michael Goddard Consulting,LLC;investment related;21151 South Western Ave,Torrance,CA 90501;financial advisement/investments;member;1/1/2014;160 hrs/month;6.5 hrs during trading;advise and manage individual investment accounts and corporate retirement plan consulting, LLC for Financial Advisory Work. 3 - 01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/02/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-02-13

Designations

Other Names

• Mike Goddard
• Michael T Goddard
• Michael Thomas Goddard