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Advisor at INTEGRATED ADVISORS NETWORK LLC
DALLAS, TX | Asheville, NC | Southern Pines, NC
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 29, 2019 | n/a | yes | Asheville, NC|DALLAS, TX|Southern Pines, NC | Current employment |
| STONEX ADVISORS INC. | Bd affiliated wealth | Aug 31, 2018 | May 31, 2019 | no | Southern Pines, NC|BIRMINGHAM, AL | Previous registration |
| STONEX ADVISORS INC. | Bd affiliated wealth | Aug 16, 2018 | Aug 16, 2018 | no | Southern Pines, NC|BIRMINGHAM, AL | Previous registration |
| SYNERGY INVESTMENT GROUP, LLC | Former SEC adviser | Jul 16, 2018 | Aug 30, 2018 | no | SOUTHERN PINES, NC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 17, 2015 | Jul 11, 2018 | no | PINEHURST, NC | Previous registration |
| STEWART ADVISORY SERVICES, LLC | n/a | Aug 14, 2013 | May 29, 2014 | no | MANHATTAN, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STONEX ADVISORS INC. | INTEGRATED ADVISORS NETWORK LLC | May 31, 2019 | May 29, 2019 | -2 | Firm change | Ibd to RIA |
| SYNERGY INVESTMENT GROUP, LLC | STONEX ADVISORS INC. | Aug 30, 2018 | Aug 16, 2018 | -14 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SYNERGY INVESTMENT GROUP, LLC | Jul 11, 2018 | Jul 16, 2018 | 5 | Firm change | Other |
| STEWART ADVISORY SERVICES, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | May 29, 2014 | Dec 17, 2015 | 567 | Firm change after gap | Other |