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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 | 2025-10-08 |
| VA | RA | APPROVED | 2022-08-11 |
| CT | RA | APPROVED | 2021-01-08 |
Branch Locations
1320 Central Park Blvd Suite 200, Fredricksburg, VA 22553 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | West Hartford | CT | 12/2012 | 01/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2021 |
| Integrated Advisors Network, Llc | Palos Verdes Estate | CA | 01/2021 | Present |
| All Source Investment Management | Hartford | CT | 01/2021 | Present |
1. Rental property; Investment related Yes; Washington, DC ; Real Estate; Landlord/Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/08; 12001 Boulder Court, Spotsylvania, VA 22553, 1 hour per month; After business hours: 0, collect rent. 2. All Source Investment Management, DBA, Founding Partner. Investment related. Research on emerging market companies; business development with institutional clients, 01/21, hours in line with advisory services 160/month during trading hours. Address: CityPlace I, 185 Asylum St., Suite 106, Hartford, CT 06103. 3. NSG Index, LLC, in Virginia (ID: 11331351). Chief Executive Officer and Chief Investment Officer. Manage company that owns ETF. There are no direct sales. The wholesalers for the strategies are point of sale. 11/2022, NSG Index, LLC is a subadvisor to the Alerian National Security Emerging Markets Index to research emerging markets and screen out companies that are not consistent with US national security and human rights interests. NSG Index does not hold itself out as a registered investment advisor; it is a subadvisor to Alerian. 10 hours per month. No hours during trading hours. Address: 1320 Central Part Blvd, Suite 200, Fredericksburg, VA 22401. 4. Sixth Domain Intelligence LLC, Partner, Not investment related, 6655 Jet Park Road, Suite 102, North Charleston, SC 29406, Partner, 11/28/23, Company is a pre-revenue research and analysis firm. Partners have no official duties at this time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-02 |
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