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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-16 |
| WA | RA | APPROVED | 2019-10-29 |
| OR | RA | APPROVED | 2019-10-28 |
| TX | RA | APPROVED_RES | 2019-10-11 |
Branch Locations
P.O. Box 2240, Bend, OR 97709 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Bend | OR | 06/2010 | 10/2019 |
| Integrated Advisors Network, Llc | Dallas | TX | 10/2019 | Present |
| Sandcreek Investment Partners, Inc | Bend | OR | 10/2019 | Present |
SAND CREEK BRIDLE HORSES, 19470 DUSTY LOOP, BEND, OR 97701; THE COMPANY WAS ESTABLISHED IN 2004 AND IS JOINTLY OWNED BY MY WIFE AND I; THE BUSINESS HAS 2 PRINCIPAL ACTIVITIES: 1)TRAINING HORSES WE OWN AND EVENTUALLY SELL; AND 2) WE ALSO HOST "HORSE CLINICS" TWICE A YEAR; NO TIME IS DEVOTED TO THE BUSINESS DURING MARKET HOURS. Sand Creek Bridle Horses / 19470 Dusty Loop Bend,OR 97701 / Sole proprietorship/ Agriculture & Livestock / train horses, board horses, do horse clinics / Sole proprietorship / / run the business / Start Date 2/1/96 Sandcreek Investment Partners Inc; investment related; PO Box 2240, Bend, OR 97709; DBA; Founder; 10/2019; duties and hours in line with advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1980-06-24 |
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