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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co. | St. Paul | MN | 04/1993 | 08/2023 |
| Securian Financial Services, Inc. | St. Paul | MN | 04/1993 | 08/2023 |
| Integrated Financial Services, Inc. | Sacramento | CA | 10/1999 | Present |
| Dawson Whitetail Ranch | Sabinal | TX | 04/2006 | 11/2022 |
| Tax And Financial | Newport Beach | CA | 01/2010 | 01/2026 |
| Cetera Wealth Services, Llc | San Antonio | TX | 08/2023 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 01/2026 |
| Lpl Financial | New Braunfels | TX | 02/2026 | Present |
1. 02/2026 - IFS Advisors LLC -Texas DBA for Integrated Financial Services - Business Entity For Tax/Investment Purposes Only - Inv Related - 2 Hour(s)/Month - 2 Hour(s) During Trading - Wimberley TX 78676 - OBA Start Date:06/01/1999 2. 02/2026 - Valeur Capital Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 100 Hour(s)/Month - 80 Hour(s) During Trading - San Antonio TX 78216 - OBA Start Date: 2/24/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-17 |
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