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Michael Shannon Coleman

Integrated Advisors Network LLC

Dallas, TX

Columbia, SC

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Current Employers
Integrated Advisors Network Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-12-02
NY RA APPROVED 2022-01-20
VA RA APPROVED 2022-01-13
LA RA APPROVED 2022-01-11
NC RA APPROVED 2022-01-10
IL RA APPROVED 2022-01-06
TX RA APPROVED_RES 2022-01-04
  • SC RA
    APPROVED
    Since 2024-12-02
  • NY RA
    APPROVED
    Since 2022-01-20
  • VA RA
    APPROVED
    Since 2022-01-13
  • LA RA
    APPROVED
    Since 2022-01-11
  • NC RA
    APPROVED
    Since 2022-01-10
  • IL RA
    APPROVED
    Since 2022-01-06
  • TX RA
    APPROVED_RES
    Since 2022-01-04

Branch Locations

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

6208 Garners Ferry Rd Suite A, Columbia, SC 29209 • United States

Disclosures

1 disclosure category 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2014 07/2018
Morgan Stanley Columbia SC 07/2018 Present
Morgan Stanley Private Bank, N.A. New York NY 08/2018 Present
Integrated Advisors Network, Llc Palos Verdes Estates CA 12/2021 Present
Capital City Financial Partners Columbia SC 12/2021 Present
  • 09/2014 → 07/2018
    St Louis, MO
  • 07/2018 → Present
    Columbia, SC
  • 08/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 12/2021 → Present
    Palos Verdes Estates, CA
  • 12/2021 → Present
    Capital City Financial Partners
    Columbia, SC
Previous Registrations
  • 2018-07-09 → 2021-12-22
    Columbia, SC
    Columbia, SC
  • 2015-03-02 → 2018-07-12
    Columbia, SC
    St Louis, MO
    Columbia, SC
    Orangeburg, SC
Other Businesses

1. Omega Psi Phi Fraternity ; Not Investment Related ; Fraternal Order ; Committee Director ; Mar 2019 ; During business hours : 0 ; help in developing the economic outlook for the group as well as working on creating an interface for members to connect and work with each other on business ventures.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-02
  • S66 Uniform Combined State Law Examination
    2015-01-02
Other Names
  • Michael Coleman

View on SEC IAPD

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