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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-30 |
Branch Locations
101 Federal St 19Th Floor, Boston, MA 02114 • 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 |
|---|---|---|---|---|
| Northeastern University | Boston | MA | 08/2004 | Present |
| Longview Invesment Advisors | Boston | MA | 03/2023 | Present |
| Integrated Advisors Network, Llc | Dallas | TX | 03/2023 | Present |
1. LongView Investment Advisors; investment related; Boston, MA; DBA; Principal; 03/2023; hours and duties in line with advisory business 2. Northeastern University; non-investment related; 412C Hayden Hall, 360 Huntington Avenue, Boston, MA 02115; Department Chair, Professor of Finance, D'Amore-McKim School of Business; 8/2004; 160 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-16 |
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