Mark Daniel Welsh

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

• 05/2011 → Present
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2021-01-13 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
• 2011-05-27 → 2020-12-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
• 2009-06-03 → 2011-05-02
  Torrey Pines Securities, Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Orange, CA
  San Diego, CA
  Del Mar, CA
  Carlsbad, CA
  San Clemente, CA
• 2008-08-20 → 2009-07-06
  Nexcore Financial Services, Incorporated
  San Diego, CA
• 1998-03-06 → 2004-12-02
  Ubs Financial Services Inc.
  San Diego, CA

Other Businesses

1. 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

• S65 Uniform Investment Adviser Law Examination
  2009-07-09
• S63 Uniform Securities Agent State Law Examination
  2008-01-28