Dustin V. Metcalf

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

• 10/2012 → 09/2021
  J.P. Morgan Securities Llc
  La Quinta, CA
• 07/2019 → 09/2021
  Cashifornia Clothing Co.
  Bermuda Dunes, CA
• 09/2021 → 06/2023
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
• 09/2021 → Present
  Fourc Financial, Llc
  Bermuda Dunes, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2021-10-14 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Bermuda Dunes, CA
• 2012-10-01 → 2021-10-04
  J.P. Morgan Securities Llc
  La Quinta, CA
  Indio, CA
  Rancho Mirage, CA
  Rancho Mirage, CA
  Palm Desert, CA
  Palm Desert, CA
  Palm Desert, CA
  Palm Desert, CA
  Palm Springs, CA
  Palm Springs, CA
  Palm Desert, CA
• 2011-12-05 → 2012-10-01
  Chase Investment Services Corp.
  La Quinta, CA
• 2011-09-12 → 2011-12-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indian Wells, CA
• 2010-11-09 → 2011-09-07
  Morgan Stanley
  Palm Desert, CA

Other Businesses

1. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: FOUR C FINANCIAL, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-09
• S63 Uniform Securities Agent State Law Examination
  2010-09-07

Other Names

• Dusty Vernon Metcalf
• Dustin Metcalf
• Dustin Vernon Metcalf
• Dustin V Metcalf