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Current Employers
Integrated Advisors Network Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-01
  • SC RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

17 Seabrook Landing , Hilton Head, SC 29926 • United States

Disclosures

2 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Voya Financial Advisors Blythewood SC 09/2014 06/2017
Capital City Financial Partners Columbia SC 06/2017 07/2026
Integrated Advisors Network, Llc Dallas TX 07/2018 Present
Cedarleaf Financial Hilton Head SC 07/2026 Present
  • 09/2014 → 06/2017
    Voya Financial Advisors
    Blythewood, SC
  • 06/2017 → 07/2026
    Capital City Financial Partners
    Columbia, SC
  • 07/2018 → Present
    Dallas, TX
  • 07/2026 → Present
    Cedarleaf Financial
    Hilton Head, SC
Previous Registrations
  • 2017-06-06 → 2018-07-11
    Hayden Royal
    Columbia, SC
    Charlotte, NC
  • 2012-05-30 → 2017-06-06
    Columbia, SC
    Chapin, SC
    Columbia, SC
    Seneca, SC
    Simpsonville, SC
    Myrtle Beach, SC
    Columbia, SC
    Greenville, SC
    Mt Pleasant, SC
    Charlotte, NC
    Kings Mountain, NC
    Greenville, SC
    Blythewood, SC
  • 2010-04-06 → 2012-05-18
    J P Turner & Company Capital Management, Llc
    Lexington, SC
  • 2008-04-16 → 2010-03-29
    Gunnallen Financial, Inc
    Lexington, SC
    Greenwood, SC
    Tampa, FL
    Aiken, SC
  • 2006-02-27 → 2008-01-08
    Chase Investment Services Corp.
    Dayton, OH
    Milford, OH
  • 2005-03-31 → 2006-02-22
    Dayton, OH
    Dayton, OH
Other Businesses

1. Cedarleaf Financial; investment-related; 17 Seabrook Landing Hilton Head, SC 29926; DBA; Owner; 07/2026; hours and duties in line with advisory business. 2. Uber, not Investment-related, 17 Seabrook Landing Hilton Head, SC 29926, Driver, 07/2024, 15 during business hours, drives uber 3. LifeX Research Corporation, non-investment related, 730 Peachtree St, NE, Atlanta, GA 30308; health insurance, Research Associate, 07/2026, 0 number of hours, complete research surveys.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-28
S63 Uniform Securities Agent State Law Examination 2003-07-14
  • S66 Uniform Combined State Law Examination
    2005-03-28
  • S63 Uniform Securities Agent State Law Examination
    2003-07-14

View on SEC IAPD

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