Amanda Jean Klug

Current Employers

Integrated Advisors Network Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-07-02
CA	RA	APPROVED	2019-07-01
TX	RA	APPROVED	2019-07-01
WA	RA	APPROVED	2019-07-01

NY RA
APPROVED

Since 2026-07-02
CA RA
APPROVED

Since 2019-07-01
TX RA
APPROVED

Since 2019-07-01
WA RA
APPROVED

Since 2019-07-01

Branch Locations

Kirkland, WA • United States

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

Organization	City	State	From	To
Arizona State University	Tempe	AZ	05/2016	08/2017
Illness	Kirkland	WA	01/2014	11/2017
Katz Family Financial Advisors, Llc	Alexandria	VA	11/2017	06/2019
Katz Family Financial Advisors, Llc	Alexandria	VA	09/2017	11/2017
Integrated Advisors Network, Llc	Dallas	TX	07/2019	Present
Candid Financial, Llc	Kirkland	WA	07/2019	Present

05/2016 → 08/2017

Arizona State University

Tempe, AZ
01/2014 → 11/2017

Illness

Kirkland, WA
11/2017 → 06/2019

Katz Family Financial Advisors, Llc

Alexandria, VA
09/2017 → 11/2017

Katz Family Financial Advisors, Llc

Alexandria, VA
07/2019 → Present

Integrated Advisors Network, Llc

Dallas, TX
07/2019 → Present

Candid Financial, Llc

Kirkland, WA

Previous Registrations

2017-11-28 → 2019-08-13

Katz Family Financial Advisors, Llc

Kirkland, WA

Alexandria, VA

Other Businesses

Candid Financial LLC; investment-related; 13619 62nd Ave NE, Kirkland, WA 98034; DBA; founder; 7/2019; duties and hours in line with advisory services

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-10-31

S65 Uniform Investment Adviser Law Examination

2017-10-31

View on SEC IAPD