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Current Employers
Integrated Advisors Network Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-25
TX RA APPROVED 2025-10-08
KS RA APPROVED 2019-05-29
NC RA APPROVED 2019-05-29
  • CA RA
    APPROVED
    Since 2026-02-25
  • TX RA
    APPROVED
    Since 2025-10-08
  • KS RA
    APPROVED
    Since 2019-05-29
  • NC RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-02-08
S65 Uniform Investment Adviser Law Examination 2013-08-14
  • S63 Uniform Securities Agent State Law Examination
    2016-02-08
  • S65 Uniform Investment Adviser Law Examination
    2013-08-14
Designations
Other Names
  • Janet Colleen Isom
  • Janet Colleen Craigg

View on SEC IAPD

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