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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| CA | RA | APPROVED | 2017-01-05 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
16935 W. Bernardo Drive Suite 170, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Escondido | CA | 05/2016 | 01/2017 |
| Integrated Advisors Network, Llc | Dallas | TX | 01/2017 | Present |
| Yorkshire Wealth Managment | San Diego | CA | 01/2017 | Present |
1. Yorkshire Wealth Management; investment-related; 16935 W. Bernardo Dr. Ste 170 San Diego, CA 92127; DBA; Owner/Wealth Manager; 01/2017; duties and hours in line with advisory business. 2. Valley Center Fire Protection District; investment-related; 28234 Lilac Rd Valley Center, California; Director & President; 06/20/2009; manage independent fire district; no hours during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-22 |
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