Luke Thomas Dubois

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-11-20