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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-11-17 |
Branch Locations
106 Fordham Road, West Newtown, MA 02465 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone Capital Corporation | San Diego | CA | 06/2013 | 10/2016 |
| Open Network Financial Dba Of Integrated Advisors Network | Newtown | MA | 10/2016 | Present |
1.OPEN NETWORK FINANCIAL CONSULTING - OFFERS CLIENTS TERM/UNIVERSAL/ WHOLE LIFE INSURANCE, LONG TERM CARE INSURANCE, DISABILITY INCOME INSURANCE & FIXED & IMMEDIATE ANNUITIES - NO VARIABLE LIFE OR INDEXED ANNUITIES . 2. SALE OF FIXED ANNUITIES AND FIXED LIFE INSURANCE. RELATIONSHIP START DATE 01/24/08. 20 HOURS PER MONTH DEVOTED TO THIS, 2 OF WHICH ARE DURING SECURITES TRADING HOURS. I WILL BE EVALUATING, SELECTING AND SELLING FIXED ANNUITIES AND FIXED LIFE INSURANCE TO INTERESTED CLIENTS. COMPENSATION IS ON A CASE BY CASE BASIS WITH THE INSURANCE CARRIER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-23 |
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