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Current Employers
Integrated Advisors Network Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-05-20
  • CT RA
    APPROVED
    Since 2026-05-20

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

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
Integrated Advisors Network Llc Dallas TX 03/2026 Present
All Source Investment Management Hartford CT 03/2026 Present
Talcott Financial Group Hartford CT 08/2024 02/2026
The Hanover Insurance Group Worcester MA 09/2022 08/2024
State Of Connecticut Retirement Plans And Trust Funds Hartford CT 05/2020 09/2022
Massmutual Enfield CT 11/2018 05/2020
Ss&C Technologies Windsor CT 06/2017 11/2018
Monolith Data Systems Somersville CT 01/2016 06/2017
  • 03/2026 → Present
    Dallas, TX
  • 03/2026 → Present
    All Source Investment Management
    Hartford, CT
  • 08/2024 → 02/2026
    Talcott Financial Group
    Hartford, CT
  • 09/2022 → 08/2024
    The Hanover Insurance Group
    Worcester, MA
  • 05/2020 → 09/2022
    State Of Connecticut Retirement Plans And Trust Funds
    Hartford, CT
  • 11/2018 → 05/2020
    Massmutual
    Enfield, CT
  • 06/2017 → 11/2018
    Ss&C Technologies
    Windsor, CT
  • 01/2016 → 06/2017
    Monolith Data Systems
    Somersville, CT
Other Businesses

All Source Investment Management; investment-related; CityPlace I 185 Asylum Street Suite 106 Hartford CT 06103; DBA; partner; 03/2026; duties and hours in line with advisory services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-20
  • S65 Uniform Investment Adviser Law Examination
    2026-05-20

View on SEC IAPD

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