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Current Employers
Integrated Advisors Network Llc

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-10-15
  • CA RA
    APPROVED
    Since 2019-10-15

Branch Locations

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

5330 Carroll Canyon Rd Suite 100, San Diego, CA 92121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ernst & Young Encinitas CA 09/2017 09/2019
Copper Crest Cpas, Llc San Diego CA 09/2019 Present
Copper Crest Insurance Services, Llc San Diego CA 09/2019 Present
Integrated Advisors Network, Llc/Dba Copper Crest Advisors, Llc San Diego CA 10/2019 Present
Texas Christian University Fort Worth TX 09/2012 09/2017
  • 09/2017 → 09/2019
    Ernst & Young
    Encinitas, CA
  • 09/2019 → Present
    Copper Crest Cpas, Llc
    San Diego, CA
  • 09/2019 → Present
    Copper Crest Insurance Services, Llc
    San Diego, CA
  • 10/2019 → Present
    Integrated Advisors Network, Llc/Dba Copper Crest Advisors, Llc
    San Diego, CA
  • 09/2012 → 09/2017
    Texas Christian University
    Fort Worth, TX
Other Businesses

Copper Crest CPA's LLP - non investment related Copper Crest Insurance Services, LLC - non investment related Copper Crest Capital, Investment related, Principal, 10/2019, 40 hours, DBA, 5330 Carroll Canyon Rd, Suite 100, San Diego, CA 92121

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-26
  • S65 Uniform Investment Adviser Law Examination
    2019-08-26

View on SEC IAPD

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