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Charles David Brown

Integrated Advisors Network LLC

Boston, MA

Dallas, TX

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Current Employers
Integrated Advisors Network Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-08-23
  • MA RA
    APPROVED
    Since 2022-08-23

Branch Locations

101 Federal St 19Th Floor, Boston, MA 02114 • 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
Dhk Financial Advisors, Inc. Boston MA 01/2016 08/2022
Integrated Advisors Network, Llc Dallas TX 08/2022 Present
Longview Investment Advisors Boston MA 08/2022 Present
  • 01/2016 → 08/2022
    Dhk Financial Advisors, Inc.
    Boston, MA
  • 08/2022 → Present
    Integrated Advisors Network, Llc
    Dallas, TX
  • 08/2022 → Present
    Longview Investment Advisors
    Boston, MA
Previous Registrations
  • 2016-02-12 → 2022-08-10
    Dhk Financial Advisors Inc
    Boston, MA
  • 2016-02-12 → 2016-02-16
    Fiduciary Wealth Partners, Llc
    Newton Lower Falls, MA
  • 2010-11-10 → 2015-05-15
    Windhaven Investment Management, Inc.
    Boston, MA
  • 2009-04-24 → 2010-11-18
    Windward Investment Management Inc
    Boston, MA
Other Businesses

1. LongView Investment Advisors; investment-related; Boston, MA; DBA; Principal; 08/2022; hours and duties in line with advisory business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-23
S63 Uniform Securities Agent State Law Examination 2001-03-19
  • S65 Uniform Investment Adviser Law Examination
    2009-04-23
  • S63 Uniform Securities Agent State Law Examination
    2001-03-19
Other Names
  • Chuck Brown
  • Charles David Brown
  • Charles D Brown

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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