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Advisor at INTEGRATED ADVISORS NETWORK LLC
Menlo Park, 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 | Aug 15, 2017 | n/a | yes | Menlo Park, CA|DALLAS, TX | Current employment |
| CONCERT WEALTH MANAGEMENT | Former SEC adviser | Jan 5, 2010 | Aug 25, 2017 | no | MENLO PARK, CA|SAN JOSE, CA|MENLO PARK, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jul 8, 1997 | Dec 21, 2009 | no | SAN MATEO, CA|WEEHAWKEN, NJ|Palo Alto, CA|Palo Alto, CA|MENLO PARK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONCERT WEALTH MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | Aug 25, 2017 | Aug 15, 2017 | -10 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | CONCERT WEALTH MANAGEMENT | Dec 21, 2009 | Jan 5, 2010 | 15 | Firm change | Other |