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Current Employers
Integrated Advisors Network Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-06-10
  • TX RA
    APPROVED
    Since 2016-06-10

Branch Locations

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

408 W 8Th St #103, Dallas, TX 75208 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Echelon Investment Management Dallas TX 03/2012 Present
  • 03/2012 → Present
    Echelon Investment Management
    Dallas, TX
Previous Registrations
  • 2012-03-23 → 2016-10-12
    Zt Wealth Advisory
    Shamrock, TX
    Shamrock, TX
    Houston, TX
  • 2010-03-04 → 2012-04-16
    San Antonio, TX
  • 2009-09-28 → 2010-03-09
    Abshier Webb Donnelly & Baker, Inc.
    Houston, TX
    Houston, TX
  • 2004-10-11 → 2007-10-05
    Ameriprise Advisor Services, Inc.
    Eden Prairie, MN
    Eden Prairie, MN
    Milwaukee, WI
    West Des Moines, IA
    Lake Elmo, MN
  • 2003-03-03 → 2004-10-11
    Secu Brokerage Services
    Indianapolis, IN
  • 2000-01-07 → 2003-01-13
    Forecasting & Research Advisors, Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-07
S63 Uniform Securities Agent State Law Examination 1983-11-28
  • S65 Uniform Investment Adviser Law Examination
    1996-11-07
  • S63 Uniform Securities Agent State Law Examination
    1983-11-28
Other Names
  • James Ray Tindall
  • Jim Tindall
  • (Jr) James Ray Tindall

View on SEC IAPD

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