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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| CA | RA | APPROVED | 2017-07-05 |
Branch Locations
40 Philadelphia Drive #101, Chico, CA 95973 • 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 |
|---|---|---|---|---|
| Ely Prudent Portfolios, Llc | Chico | CA | 11/2006 | Present |
| Integrated Advisors Network, Llc | Dallas | TX | 07/2017 | Present |
1. Ely Prudent Portfolios; investment-related; Chico, CA; Owner/CCO; 11/2006; hours and duties in line with advisory business.
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