Erick Scott Conway

Current Employers

Employment History

• 11/2012 → 05/2018
  Wells Fargo Advisors
  San Diego, CA
• 05/2018 → 04/2021
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
• 04/2021 → 09/2024
  Von Berge Wealth Management Group, Llc
  San Diego, CA
• 09/2024 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2021-04-01 → 2024-09-26
  Von Berge Wealth Management Group, Llc
  San Diego, CA
• 2021-01-13 → 2021-05-04
  Laurel Wealth Advisors, Inc.
  San Diego, CA
  Solana Beach, CA
• 2018-06-01 → 2020-12-31
  Laurel Wealth Advisors, Inc.
  San Diego, CA
  Solana Beach, CA
• 2012-01-13 → 2018-05-09
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA
  El Cajon, CA
  San Diego, CA
• 2011-07-13 → 2012-01-19
  Waddell & Reed
  Torrance, CA

Other Businesses

1. INDEPENDENT INSURANCE AGENT (LIFE-ONLY, ACCIDENT & HEALTH, AND VARIABLE INSURANCE PRODUCTS, CA DEPARTMENT OF INSURANCE LICENSE #0H52721); INVESTMENT-RELATED; SAN DIEGO, CA; INSURANCE AGENT; START 2011; APPROX 5 HOURS PER MONTH; APPROX 0 HOURS PER MONTH DURING TRADING HOURS; SALE OF VARIABLE, LIFE-ONLY, AND ACCIDENT AND HEALTH CONTRACTS ON BEHALF OF ADVISORY CLIENTS. 2. 07/2026: INTEGRATED WEALTH CONCEPTS, LLC - DBA: INTEGRATED PRIVATE WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 07/2026 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2011-07-12

Designations