Lance Damion Lienart

Current Employers

Integrated Advisors Network Llc

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2019-09-12

CA RA
APPROVED

Since 2019-09-12

Branch Locations

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

Palm Desert, CA • United States

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

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

06/2009 → 08/2019

Morgan Stanley Smith Barney Llc

Santa Rosa, CA
02/2015 → 08/2019

Morgan Stanley Private Bank, N.A.

New York, NY
09/2019 → 09/2019

Perigon Wealth Management, Llc

Healdsburg, CA
09/2019 → Present

Integrated Advisors Network, Llc

Palos Verdes Estates, CA

Previous Registrations

2009-06-01 → 2019-08-28

Morgan Stanley

Santa Rosa, CA

Santa Rosa, CA
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Santa Rosa, CA
1997-07-08 → 2007-04-02

Morgan Stanley Dw Inc.

Santa Rosa, CA

Santa Rosa, CA

Other Businesses

Insurance licensed; non-investment related; appx 10% of his time during the month during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-07-20
S63	Uniform Securities Agent State Law Examination	1995-06-22

S65 Uniform Investment Adviser Law Examination

1995-07-20
S63 Uniform Securities Agent State Law Examination

1995-06-22

View on SEC IAPD