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Current Employers
Integrated Advisors Network Llc

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-08
MD RA APPROVED 2023-01-13
FL RA APPROVED 2017-06-09
DE RA APPROVED 2017-04-25
PA RA APPROVED 2017-04-11
VA RA APPROVED 2017-04-11
  • TX RA
    APPROVED
    Since 2025-10-08
  • MD RA
    APPROVED
    Since 2023-01-13
  • FL RA
    APPROVED
    Since 2017-06-09
  • DE RA
    APPROVED
    Since 2017-04-25
  • PA RA
    APPROVED
    Since 2017-04-11
  • VA RA
    APPROVED
    Since 2017-04-11

Branch Locations

602 Center Street Suite 105, Mount Airy, MD 21771 • United States

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Foundations, Inc Mount Airy MD 02/1998 Present
Integrated Advisors Network Dallas TX 06/2015 Present
Dfpg Investments, Inc. South Jordan UT 06/2015 Present
  • 02/1998 → Present
    Financial Foundations, Inc
    Mount Airy, MD
  • 06/2015 → Present
    Integrated Advisors Network
    Dallas, TX
  • 06/2015 → Present
    Dfpg Investments, Inc.
    South Jordan, UT
Previous Registrations
  • 2012-07-02 → 2015-07-02
    First Allied Advisory Services, Inc.
    Mt. Airy, MD
  • 2008-02-19 → 2012-07-12
    First Allied Securities, Inc.
    San Diego, CA
    Mount Airy, MD
  • 2006-06-12 → 2008-02-19
    Advantage Capital Corporation
    Mt. Airy, MD
    Mt. Airy, MD
Other Businesses

1. Integrated Advisors Network; Investment Related; Mount Airy, MD; RIA; Investment Advisor Representative; 07/2015; 0% during business hours; Financial planning for existing clients, investment analysis, working with accountants, attorneys 2. Financial Foundations Inc; Investment Related; Mount Airy, MD; DBA; President; 01/2015; 10% during business hours; Oversight of day to day activities, payroll, book keeping, managing, most time spent as advisor to clients. DBA for financial planning for existing clients, investment analysis, working with accountants, attorney  3. H&M Strategic Consulting, LLC; Non-Investment Related; Mount Airy, MD; 3/2018; Consulting; Owner; 2% during business hours; Occasionally speak with other person interested in utilizing the services that VGA (Vineyard Global Advisors) may offer. 4. Stonewall, LLC/602 Center Street Condo Association; Non-Investment Related; Mount Air, MD; 04/2022; Rental Property LLC and related condo association; Owner/Secretary; 5% during business hours; own and maintain real estate investments; record and maintain condo association records. 5. Stonewall, LLC; investment related. This LLC has owned the office that Financial Foundations, Inc. rents from. Herb Meushaw (my father) is 80% owner of the company and gifted me 20% ownership for estate planning purposes. He receives 80% of the profits and I get 20%. Minority owner; 2% during business hours. 20% of profits. Basic bookkeeping needs, make taxes get filed, serve on condo board as representative for unit

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-10
S63 Uniform Securities Agent State Law Examination 2003-08-14
  • S65 Uniform Investment Adviser Law Examination
    2006-05-10
  • S63 Uniform Securities Agent State Law Examination
    2003-08-14
Designations

View on SEC IAPD

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