Michael Thomas Mcdaid

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:

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-05-06
CA	RA	APPROVED	2024-11-01

CO RA
APPROVED

Since 2025-05-06
CA RA
APPROVED

Since 2024-11-01

Branch Locations

Broomfield, CO • United States

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
Guardian Life Ins	Irvine	CA	11/2015	12/2016
Park Avenue Securities	Irvine	CA	11/2015	12/2016
Td Ameritrade	Long Beach	CA	12/2016	12/2019
Clg Llc	Long Beach	CA	12/2019	06/2020
Cetera Advisor Networks Llc	El Segundo	CA	12/2019	06/2020
Onedigital Investment Advisors Llc	Overland Park	KS	06/2020	01/2025
Integrated Wealth Concepts Llc	Waltham	MA	01/2025	Present

11/2015 → 12/2016

Guardian Life Ins

Irvine, CA
11/2015 → 12/2016

Park Avenue Securities

Irvine, CA
12/2016 → 12/2019

Td Ameritrade

Long Beach, CA
12/2019 → 06/2020

Clg Llc

Long Beach, CA
12/2019 → 06/2020

Cetera Advisor Networks Llc

El Segundo, CA
06/2020 → 01/2025

Onedigital Investment Advisors Llc

Overland Park, KS
01/2025 → Present

Integrated Wealth Concepts Llc

Waltham, MA

Previous Registrations

2020-07-01 → 2025-01-21

Onedigital

Overland Park, KS

San Diego, CA

Escondido, CA
2019-12-18 → 2020-07-08

Cetera Wealth Services, Llc

Long Beach, CA
2019-12-18 → 2020-07-01

Clg Llc

Long Beach, CA
2017-01-12 → 2019-12-05

Td Ameritrade, Inc.

Long Beach, CA
2017-01-12 → 2019-12-05

Td Ameritrade Investment Management, Llc

Long Beach, CA
2016-10-14 → 2016-12-20

Park Avenue Securities Llc

Irvine, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-09-21

S66 Uniform Combined State Law Examination

2016-09-21

Designations

Certified Financial Planner

Other Names

Michael Mcdaid

View on SEC IAPD