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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-04 |
| IL | RA | APPROVED | 2026-07-20 |
| MO | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED_RES | 2025-10-10 |
| AZ | RA | APPROVED | 2024-04-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Mardun Software Ltd | Tucson | AZ | 11/2006 | 12/2020 |
| Stifel Nicolaus & Co Inc | Tucson | AZ | 04/2016 | 03/2024 |
| Integrated Advisors Network, Llc | Dallas | TX | 03/2024 | Present |
| Rama Financial, Llc | Tucson | AZ | 03/2024 | Present |
1. Rama Financial, LLC; investment-related; Tucson, AZ, DBA; owner/founder; 3/6/2024; hours and duties in line with advisory business. 2. Rental Property; 5860 N Placita De Las Lomitas, Tucson, AZ 85704; Home Rental; Part Ownership; 04/07/2020; 4 Hours per Week; Not During Securities Trading Hours; Investment-Related. 3. Wellness Marketing Corporation dba Endless Pools; 15 Milton Dr, Aston, PA 19014; Swimming "current" machines; Demonstration house/pool owner; Be present when customers visit to try out current machine; 04/21/2022; 1 Hour per Year; Not During Securities Trading Hours; Not Investment-Related. 4. Narratives, LLC; 8117 N Circulo El Palmito, Tucson, AZ 85704; LLC for the purposes of podcasting and authoring; Manager of LLC ;Writing (author of books, essays, etc.). Podcasting (writer, producer). Voice acting (audiobooks etc.); 08/04/2023; 16 Hours per week; Not during securities trading hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-20 |
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