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Advisor at INTEGRATED ADVISORS NETWORK LLC
Larkspur, CA | DALLAS, TX
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 | Jan 10, 2025 | n/a | yes | Larkspur, CA|DALLAS, TX | Current employment |
| MORGAN STANLEY | Wirehouse | Jan 16, 2014 | Aug 15, 2016 | no | SAN RAFAEL, CA | Previous registration |
| FINANCIAL CONNECTIONS GROUP, INC. | Former SEC adviser | Mar 26, 2012 | Jun 12, 2013 | no | LARKSPUR, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | INTEGRATED ADVISORS NETWORK LLC | Aug 15, 2016 | Jan 10, 2025 | 3,070 | Firm change after gap | Wirehouse to RIA |
| FINANCIAL CONNECTIONS GROUP, INC. | MORGAN STANLEY | Jun 12, 2013 | Jan 16, 2014 | 218 | Firm change | Other |