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Advisor at INTEGRATED ADVISORS NETWORK LLC
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 | May 19, 2015 | n/a | yes | DALLAS, TX|DALLAS, TX | Current employment |
| SPECIALIZED ADVISORS | Former SEC adviser | Nov 19, 2018 | Oct 22, 2019 | no | DALLAS, TX | Previous registration |
| MISSION FUNDS ADVISORS | Former SEC adviser | Oct 2, 2017 | Mar 9, 2021 | no | DALLAS, TX | Previous registration |
| ZT WEALTH ADVISORY | n/a | Feb 3, 2012 | Mar 28, 2017 | no | HOUSTON, TX|DALLAS, TX|Dallas, TX | Previous registration |
| EDI INVESTMENT ADVISOR CORPORATION | n/a | Oct 13, 2003 | Sep 2, 2011 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MISSION FUNDS ADVISORS | SPECIALIZED ADVISORS | Mar 9, 2021 | Nov 19, 2018 | -841 | Firm change after gap | Other |
| SPECIALIZED ADVISORS | n/a | Oct 22, 2019 | n/a | n/a | Departure no registered destination | Departure |
| ZT WEALTH ADVISORY | INTEGRATED ADVISORS NETWORK LLC | Mar 28, 2017 | May 19, 2015 | -679 | Firm change after gap | Other |
| EDI INVESTMENT ADVISOR CORPORATION | ZT WEALTH ADVISORY | Sep 2, 2011 | Feb 3, 2012 | 154 | Firm change | Other |