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Constance Michelle Walsh

Integrated Wealth Concepts LLC

San Diego, CA

Del Mar, CA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
  • CA RA
    APPROVED
    Since 2026-01-02

Branch Locations

12555 High Bluff Drive Suite 210, San Diego, CA 92130 • United States

Del Mar, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsc Securities Corporation Lisle IL 05/1997 09/2016
Third Street Advisors, Llc Geneva IL 07/2000 09/2016
Neaco Advisory, Inc. Geneva IL 05/1997 09/2016
Laurel Wealth Advisors Solana Beach CA 09/2016 02/2023
Ms Howells & Co Scottsdale AZ 11/2016 09/2021
Walsh Financial Divorce Solutions Del Mar CA 02/1999 10/2025
Integrated Wealth Concepts, Llc Waltham MA 02/2023 Present
  • 05/1997 → 09/2016
    Fsc Securities Corporation
    Lisle, IL
  • 07/2000 → 09/2016
    Third Street Advisors, Llc
    Geneva, IL
  • 05/1997 → 09/2016
    Neaco Advisory, Inc.
    Geneva, IL
  • 09/2016 → 02/2023
    Laurel Wealth Advisors
    Solana Beach, CA
  • 11/2016 → 09/2021
    Ms Howells & Co
    Scottsdale, AZ
  • 02/1999 → 10/2025
    Walsh Financial Divorce Solutions
    Del Mar, CA
  • 02/2023 → Present
    Waltham, MA
Previous Registrations
  • 2021-01-31 → 2023-03-31
    Laurel Wealth Advisors, Inc.
    Del Mar, CA
    Solana Beach, CA
  • 2016-09-30 → 2020-12-31
    Laurel Wealth Advisors, Inc.
    Solana Beach, CA
    Del Mar, CA
  • 2000-06-06 → 2016-11-17
    Third Street Advisors, Llc
    Geneva, IL
  • 1998-08-03 → 2016-11-17
    Neaco Advisory, Inc.
    Geneva, IL
  • 1998-08-03 → 2006-03-29
    Fsc Securities Corporation
    Lisle, IL
Other Businesses

Constance M. Walsh has been licensed in California, Illinois, and New York as an insurance agent soliciting, offering, and selling fixed life and long-term care insurance products since 1992 (CA Insurance License #0H6404). She will receive separate, yet customary, commission compensation resulting from the purchases and sales of fixed life and long-term care insurance products on behalf of investment advisory clients, from the firms with whom she is presently appointed and with whom she may become appointed in the future. She will also receive other compensation, including bonuses and trail commissions from the products listed above. Clients are under no obligation to purchase these products through her. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: LAUREL WEALTH ADVISORS - 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-12
S63 Uniform Securities Agent State Law Examination 1985-06-04
  • S65 Uniform Investment Adviser Law Examination
    1994-08-12
  • S63 Uniform Securities Agent State Law Examination
    1985-06-04
Designations
Other Names
  • Constance Michelle Walsh
  • Constance M Walsh
  • Constance Michelle Hanlet

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