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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-06-19 |
Branch Locations
2100 Palomar Airport Rd Suite 214-11, Carlsbad, CA 92011 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Securities, Inc | Camarillo | CA | 10/2013 | 09/2020 |
| Vintage West Capital Management | Cardiff By The Sea | CA | 03/2016 | 06/2018 |
| Integrated Advisors Network, Llc | Palos Verdes Estates | CA | 06/2018 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 09/2020 | Present |
1. The Burns-Blackburn Group dba The Burns-Blackburn Insurance Solutions, Corporation, Start Date: 08/25/2016, 2100 Palomar Airport Rd Suite 214-11, Carlsbad, CA 92011, Insurance Agency, Conducts UL, IUL, LTC & Fixed Indexed annuity transactions, Insurance Agency/Agent, Investment related, 2-4 hours per month, 0-1 hours during trading hours. 2. The Burns-Blackburn Group, Corporation, Start Date: 12/30/2015, 2100 Palomar Airport Rd Suite 214-11, Carlsbad, CA 92011, Administrative operations, Officer, Not Investment Related, 0-1 hours per month, 0-1 hours per day during trading hours. 3. Integrated Advisor Network dba The Burns Blackburn Group, Start Date: 06/19/2018, 75 Malaga Cove Plaza #5, Palos Verdes Estates, CA 90274, LLC, Registered Investment Advisor, IAR, I manage Fidelity Accounts on a discretionary basis for quarterly fee, Investment Related, 160 Hours per month, 5 hours per day during trading hours. 4. Ethos Life Insurance Services; Start Date: 12/2022; 460 Bryant St Floor 3 San Francisco, CA 94107;Subscription user; Insurance Agency that provides online quotes, applications, and management.; Investment related; 1 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-10 |
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