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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Rancho Santa Fe, CA • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-02 |
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