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Ivan Stephen Sacks

Kingsley Advisors, LLC

Dallas, TX

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Current Employers
Kingsley Advisors, Llc

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-24
FL RA APPROVED 2025-11-24
NJ RA APPROVED 2025-11-24
TX RA APPROVED 2021-01-14
  • CA RA
    APPROVED
    Since 2025-11-24
  • FL RA
    APPROVED
    Since 2025-11-24
  • NJ RA
    APPROVED
    Since 2025-11-24
  • TX RA
    APPROVED
    Since 2021-01-14

Branch Locations

Dallas, TX • 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 No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
National Asset Management, Inc. Dallas TX 04/2015 09/2017
Kingsley Advisors, Llc Dallas TX 04/2015 05/2017
Kingsley Advisors, Llc Dallas TX 09/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-12-04
S63 Uniform Securities Agent State Law Examination 2001-04-10
  • S65 Uniform Investment Adviser Law Examination
    2001-12-04
  • S63 Uniform Securities Agent State Law Examination
    2001-04-10

View on SEC IAPD

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