Megan Elizabeth Nielsen

Current Employers

Employment History

• 07/2011 → 01/2020
  Mutual Of America Life Insurance Company
  San Diego, CA
• 07/2011 → 01/2020
  Mutual Of America Securities Corporation
  San Diego, CA
• 01/2020 → 09/2022
  Mutual Of America Life Insurance Company
  San Diego, CA
• 01/2020 → 09/2022
  Mutual Of America Securities Llc.
  San Diego, CA
• 09/2022 → 10/2025
  Nfp Retirement, Inc.
  Aliso Viejo, CA
• 10/2025 → 04/2026
  Wealthspire Retirement Advisory
  Aliso Viejo, CA
• 04/2026 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2022-10-18 → 2026-05-08
  Wealthspire Retirement Advisory
  San Diego, CA
  Aliso Viejo, CA
  San Diego, CA

Other Businesses

1) LICENSED REAL ESTATE BROKER; INVESTMENT RELATED; 3355 BEECH STREET, SAN DIEGO, CA 92102; START DATE 3/12/2012; 2-4 HOURS PER MONTH; ZERO DURING TRADING HOURS; I DO NOT ACTIVELY SOLICIT BUSINESS. IN THE EVENT A REAL ESTATE REFERRAL IS GENERATED, IT IS POSSIBLE TO RECEIVE A COMMISSION. 2) PRESIDENT; Fort Stockton Investments, Inc. NOT Stock Market Investment related. Mining rights and interest. 2211 Fort Stockton Drive, San Diego, CA 92103. Start date 05/01/2024. 3 hours per month, not during trading hours. Duties, Management of income generated from mining rights and interest. 3) 04/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-17
• S63 Uniform Securities Agent State Law Examination
  2011-09-02

Other Names

• Megan Elizabeth O'DOrisio
• Megan E O'DOrisio