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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2025-10-08 |
| MA | RA | APPROVED | 2018-09-12 |
Branch Locations
10 Proctor St, Manchester By The Sea, MA 01944 • 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 |
|---|---|---|---|---|
| Fduciary Trust Co | Boston | MA | 06/2016 | 12/2017 |
| Integrated Advisors Network, Llc | Dallas | TX | 01/2018 | Present |
| Andersen Capital Management | Manchester-By-The-Sea | MA | 01/2018 | Present |
1. Andersen Capital Management; investment-related; 10 Proctor Street Manchester-by-the-Sea, MA 01944; DBA; owner; 01/2018; duties and hours in line with advisory services.
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