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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-07 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
2121 Avenue Of The Stars Suite 1400, Los Angeles, CA 90067 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Advisors Network, Llc | Palos Verdes Estates | CA | 04/2016 | Present |
(1) COLLEGE OF WILLIAM & MARY FOUNDATION BOARD; WILLIAMSBURG, VA; TRUSTEE; OCTOBER 2012 - PRESENT; DEVOTES ONE HOUR PER WEEK AFTER SECURITIES TRADING HOURS & ONE HOUR PER MONTH DURING SECURITIES TRADING HOURS. GUIDES POLICIES AND PRACTICES OF CERTAIN AREAS OF THE UNIVERSITY AND FUND RAISING. (2) UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LA ALUMNI BOARD, CHICAGO, IL; PRESIDENT; JUNE 2007 - PRESENT; DEVOTES ONE HOUR PER WEEK AFTER SECURITIES TRADING HOURS AND ONE HOUR PER MONTH DURING SECURITIES TRADING HOURS; MAINTAIN AND EXTEND ALUMNI NETWORK IN OUR LOCAL AREA. (3) Trinlogix, 333 N. Washington Ave, Minneapolis, MN, 55401, advisor, investment related, advisor to the company and an investor in the FinTech company, 9/24 - present, does not solicit clients, 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
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