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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED_RES | 2025-10-10 |
| OR | RA | APPROVED | 2019-10-28 |
| WA | RA | APPROVED | 2019-10-11 |
Branch Locations
P.O. Box 2240, Bend, OR 97709 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Bend | OR | 06/2010 | 10/2019 |
| Integrated Advisors Network, Llc | Dallas | TX | 10/2019 | Present |
| Sandcreek Investment Partners Inc. | Bend | OR | 10/2019 | Present |
Sand Creek Investment Partners; investment-related; PO Box 2240, Bend, OR 97709; DBA; Founder; 10/2019; duties and hours in line with advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-06 |
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