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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 | 2025-10-10 |
| CA | RA | APPROVED | 2025-01-10 |
Branch Locations
80 Sir Francis Drake Blvd. Suite 3A, Larkspur, CA 94939 • 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 |
|---|---|---|---|---|
| Integrated Advisors Network, Llc | Dallas | TX | 07/2016 | Present |
| Miller Pacific Financial Advisors | Larkspur | CA | 07/2016 | Present |
1. Miller Pacific Financial Advisors; investment related; Wood Island 80 East Sir Francis Drake Blvd, Suite 3A Larkspur CA 94939; DBA; Owner/Advisor; 07/2016; duties and hours in line with advisory business. 2. Girl Scout of Northern California; investment related; Larkspur, CA; Charity/Private Foundation; Investment Committee Member; 9/2016; 2 hours/month; 0 during business hours; serve on Investment Committee. 3. Rental Property Owner; non-investment related; Cleveland, OH; Owner; 07/2023; 2 hours/month; 0 during business hours; Supervision of property manager, participation in of homeowner's association, decisions regarding maintenance and improvements.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-23 |
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