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Susan Katz

Integrated Advisors Network LLC

Dallas, TX

Kirkland, WA

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Current Employers
Integrated Advisors Network Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-07-03
CO RA APPROVED 2026-07-02
CA RA APPROVED 2019-07-10
TX RA APPROVED 2019-07-09
WA RA APPROVED 2019-07-09
  • WI RA
    APPROVED
    Since 2026-07-03
  • CO RA
    APPROVED
    Since 2026-07-02
  • CA RA
    APPROVED
    Since 2019-07-10
  • TX RA
    APPROVED
    Since 2019-07-09
  • WA RA
    APPROVED
    Since 2019-07-09

Branch Locations

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

Kirkland, WA • 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
Katz Family Financial Advisors, Llc Issaquah WA 03/2005 06/2019
Integrated Advisors Network, Llc Dallas TX 07/2019 Present
Candid Financial Kirkland WA 07/2019 Present
Previous Registrations
Other Businesses

Candid Financial; investment-related; 13619 62nd Ave NE, Kirkland, WA 98034; DBA; founder; 07/2019; duties and hours in line with advisory services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-11
  • S66 Uniform Combined State Law Examination
    2004-05-11
Other Names
  • Susan (Nmn) Katz

View on SEC IAPD

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