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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-20 |
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