Luke Thomas Dubois

Current Employers

Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-01

CA RA
APPROVED

Since 2025-12-01

Branch Locations

533 S. Vinewood Street, Escondido, CA 92029 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Orfalea College Of Business	San Luis Obispo	CA	06/2021	06/2022
Deloitte & Touche Llp	San Francisco	CA	10/2022	10/2025
Unemployed	Escondido	CA	06/2022	10/2022
Retirementdna	Escondido	CA	10/2025	Present
Integrated Wealth Concepts Llc	Waltham	MA	12/2025	Present
Student	Escondido	CA	09/2014	05/2018
California Polytechnic State University	San Luis Obispo	CA	08/2018	06/2022

06/2021 → 06/2022

Orfalea College Of Business

San Luis Obispo, CA
10/2022 → 10/2025

Deloitte & Touche Llp

San Francisco, CA
06/2022 → 10/2022

Unemployed

Escondido, CA
10/2025 → Present

Retirementdna

Escondido, CA
12/2025 → Present

Integrated Wealth Concepts Llc

Waltham, MA
09/2014 → 05/2018

Student

Escondido, CA
08/2018 → 06/2022

California Polytechnic State University

San Luis Obispo, CA

Other Businesses

12/1/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 12/1/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-20

S65 Uniform Investment Adviser Law Examination

2025-11-20

View on SEC IAPD

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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