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Advisor at INTEGRATED ADVISORS NETWORK LLC
Denver, CO | 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 | Nov 15, 2019 | n/a | yes | DALLAS, TX|Denver, CO | Current employment |
| MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | Independent wealth | Jan 16, 2017 | Sep 1, 2022 | no | WESTMINSTER, CO | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jan 23, 2017 | no | DENVER, CO|Denver, CO | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | DENVER, CO | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Mar 22, 2004 | Apr 2, 2007 | no | DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | INTEGRATED ADVISORS NETWORK LLC | Sep 1, 2022 | Nov 15, 2019 | -1,021 | Firm change after gap | RIA to RIA |
| MORGAN STANLEY | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | Jan 23, 2017 | Jan 16, 2017 | -7 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |