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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_RES 2025-06-13
LA RA APPROVED 2018-04-25
PA RA APPROVED 2018-04-18
CA RA APPROVED 2018-03-13
  • TX RA
    APPROVED_RES
    Since 2025-06-13
  • LA RA
    APPROVED
    Since 2018-04-25
  • PA RA
    APPROVED
    Since 2018-04-18
  • CA RA
    APPROVED
    Since 2018-03-13

Branch Locations

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

Rancho Santa Fe, CA • United States

Disclosures

4 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial Yes
  • Bond No
  • Judgment / lien No
  • Investigation Yes
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sztrom Wealth Management, Inc. Rancho Sante Fe CA 08/2015 Present
Sztrom Capital Management Llc Del Mar CA 06/2016 03/2018
Integrated Advisors Network, Llc Dallas TX 03/2018 Present
  • 08/2015 → Present
    Sztrom Wealth Management, Inc.
    Rancho Sante Fe, CA
  • 06/2016 → 03/2018
    Sztrom Capital Management Llc
    Del Mar, CA
  • 03/2018 → Present
    Dallas, TX
Previous Registrations
  • 2017-01-25 → 2018-12-31
    Sztrom Capital Management, Llc
    Del Mar, CA
  • 2016-08-03 → 2016-12-31
    Sztrom Capital Management, Llc
    Del Mar, CA
  • 2010-11-19 → 2015-09-03
    San Diego, CA
    Weehawken, NJ
    La Jolla, CA
    San Diego, CA
  • 2007-04-25 → 2010-12-07
    Los Angeles, CA
    Los Angeles, CA
  • 1999-12-09 → 2007-04-23
    Raymond J. Lucia Companies, Inc.
    San Diego, CA
    San Diego, CA
  • 2004-04-22 → 2006-06-15
    Rjl Financial Network, L.L.C.
    Omaha, NE
  • 2002-05-03 → 2002-10-10
    The Advisors Group, Inc.
    San Diego, CA
Other Businesses

Sztrom Wealth Management, Inc; investment-related; 16054 Via Galan, Rancho Santa Fe, CA 92091; Advisor; DBA; 08/2015; duties and hours in line with advisory business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-03-02
  • S66 Uniform Combined State Law Examination
    1999-03-02

View on SEC IAPD

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