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Advisor at INTEGRATED ADVISORS NETWORK LLC
DALLAS, TX | Columbia, SC | Mt. Pleasant, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INTEGRATED ADVISORS NETWORK LLC | Independent wealth | Apr 4, 2025 | n/a | yes | Mt. Pleasant, SC|Columbia, SC|DALLAS, TX | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 8, 2024 | Feb 26, 2025 | no | COLUMBIA, SC | Previous registration |
| INTEGRATED ADVISORS NETWORK LLC | Independent wealth | Sep 10, 2019 | Jul 16, 2024 | no | DALLAS, TX|COLUMBIA, SC|COLUMBIA, SC | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jun 4, 2019 | Jun 26, 2019 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | INTEGRATED ADVISORS NETWORK LLC | Feb 26, 2025 | Apr 4, 2025 | 37 | Firm change | Wirehouse to RIA |
| INTEGRATED ADVISORS NETWORK LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 16, 2024 | Aug 8, 2024 | 23 | Firm change | RIA to wirehouse |
| UBS FINANCIAL SERVICES INC. | INTEGRATED ADVISORS NETWORK LLC | Jun 26, 2019 | Sep 10, 2019 | 76 | Firm change | Wirehouse to RIA |