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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2020-03-10 |
| MA | RA | APPROVED | 2020-02-07 |
Branch Locations
198 Main St Suite 7, Great Barrington, MA 01230 • 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 |
|---|---|---|---|---|
| Arista Investment Advisors, Ltd. | Albany | NY | 03/2016 | 10/2019 |
| Arista Advisory Group, Llc | Great Barrington | MA | 11/2016 | 10/2019 |
| Integrated Advisors Network, Llc | Dallas | TX | 10/2019 | Present |
| Evoque Investments | Great Barrington | MA | 10/2019 | Present |
Evoque Investments, Investment related, CEO, 10/2019, DBA, hours in line with advisory business, 198 Main St, Suite 7, Great Barrington, MA 01230
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-18 |
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