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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-07-15 |
| CT | RA | APPROVED | 2021-01-08 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Cityplace I 185 Asylum Street, Suite 106, Hartford, CT 06103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Hartford | CT | 11/2015 | 01/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 01/2021 |
| Integrated Advisors Network, Llc | Dallas | TX | 01/2021 | Present |
| All Source Investment Management | Hartford | CT | 01/2021 | Present |
1.Real Estate Rental; Investment related No; 185 Asylum St Suite 106, CT; Landlord; Nov 2017; Hours 5 per month; maintain the property, manage tenants, collect rent. 2. Independent Insurance Agent; Investment related; 185 Asylum St Suite 106, CT; life insurance sales; 5/2023; 5 hours per month; assists clients with potential life insurance needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-28 |
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