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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| CA | RA | APPROVED | 2017-07-06 |
Branch Locations
40 Philadelphia Dr #101, Chico, CA 95973 • 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 |
|---|---|---|---|---|
| Ely Prudent Portfolios, Llc | Chico | CA | 02/2011 | Present |
| Integrated Advisors Network, Llc | Palos Verdes Estates | CA | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-12 |
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