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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2025-10-08 |
| KS | RA | APPROVED | 2019-05-29 |
| NC | RA | APPROVED | 2019-05-29 |
Branch Locations
257 Haywood Rd. 2Nd Floor, Unit 201, Asheville, NC 28806 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
225 N Bennett St Suite F, Southern Pines, NC 28387 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pinehurst | NC | 03/2017 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pinehurst | NC | 12/2015 | 03/2017 |
| Synergy Investment Group, Llc | Southern Pines | NC | 07/2018 | 05/2019 |
| Sa Stone Wealth Management Inc | Pinehurst | NC | 08/2018 | 05/2019 |
| Sa Stone Investment Advisors Inc | Pinehurst | NC | 08/2018 | 05/2019 |
| Integrated Advisors Network, Llc | Dallas | TX | 05/2019 | Present |
| B&B Strategic Management | Southern Pines | NC | 04/2021 | Present |
1. B&B Strategic Management, LLC; investment-related;DBA; 225 N Bennett St, Suite F, Southern Pines, NC 28387; owner, 4/2021; hours and duties in line with advisory business 2. B&B Strategic Insurance, LLC; investment-related; 225 N Bennett St, Suite F, Southern Pines, NC 28387; Managing Partner; Agent; Insurance sales and service; 12/2021; 5 hours during business hours 3. Kaplan, non-investment related; virtual education; instructor; 6/2023; teaching; 20 hours/month 4. Harnet, LLC; non-investment related; 225 N Bennett St, Suite F, Southern Pines, NC 28387; rental management; partner; 12/2021; 5/hours/month; manage rental properties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2013-08-14 |
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