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Advisor at INTEGRATED ADVISORS NETWORK LLC
Bakersfield, CA | DALLAS, TX | San Jose, CA
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 15, 2022 | n/a | yes | DALLAS, TX|Bakersfield, CA|San Jose, CA | Current employment |
| Oneseven | Independent wealth | Jan 6, 2021 | Apr 14, 2022 | no | BEACHWOOD, OH|San Jose, CA|San Jose, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jan 29, 2021 | no | BAKERSFIELD, CA|San Jose, CA|SAN JOSE, CA|BAKERSFIELD, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 8, 1997 | Jun 1, 2009 | no | SAN JOSE, CA|BAKERSFIELD, CA|BAKERSFIELD, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Oneseven | INTEGRATED ADVISORS NETWORK LLC | Apr 14, 2022 | Apr 15, 2022 | 1 | Firm change | RIA to RIA |
| MORGAN STANLEY | Oneseven | Jan 29, 2021 | Jan 6, 2021 | -23 | Firm change | Wirehouse to RIA |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283087:171991:CA:2022-04-14 | Apr 14, 2022 | Apr 15, 2022 | SAN JOSE, CA | Firm change |