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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-11 |
| WI | RA | APPROVED | 2026-07-17 |
| IL | RA | APPROVED | 2018-08-02 |
Branch Locations
22 Ashcroft Ct, Fox River Grove, IL 60021 • 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 |
|---|---|---|---|---|
| Mitchell, Vaught & Taylor, Inc. | Naperville | IL | 08/2007 | 07/2018 |
| Shields Capital Advisors Inc | Fox River Grove | IL | 04/2018 | 08/2018 |
| Integrated Advisors Network, Llc | Dallas | TX | 08/2018 | Present |
Insurance Sales, 22 Ashcroft Ct. Fox River Grove IL, 2 hours per month, none during trading hours, providing insurance advise to individual clients. Shields Capital Advisors Inc.; investment related; 22 Ashcroft Ct, Fox River Grove, IL 60021; DBA; CEO; 02/2018; duties and hours in line with advisory business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-13 |
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