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Integrated Advisors Network LLC CRD 171991
$5.52B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-09-12 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Palm Desert, CA • United States
2 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Santa Rosa | CA | 06/2009 | 08/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2015 | 08/2019 |
| Perigon Wealth Management, Llc | Healdsburg | CA | 09/2019 | 09/2019 |
| Integrated Advisors Network, Llc | Palos Verdes Estates | CA | 09/2019 | Present |
Insurance licensed; non-investment related; appx 10% of his time during the month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-22 |
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