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Advisor at INTEGRATED ADVISORS NETWORK LLC
DALLAS, TX | Manchester By The Sea, MA
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 | Sep 12, 2018 | n/a | yes | Manchester By The Sea, MA|DALLAS, TX | Current employment |
| CONGRESS WEALTH MANAGEMENT LLC | Former SEC adviser | Aug 23, 2013 | Dec 7, 2016 | no | BOSTON, MA | Previous registration |
| CONGRESS ASSET MANAGEMENT COMPANY, LLP | Mixed wealth | Sep 26, 2011 | Dec 7, 2016 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT COMPANY, LLP | CONGRESS WEALTH MANAGEMENT LLC | Dec 7, 2016 | Aug 23, 2013 | -1,202 | Firm change after gap | Other |
| CONGRESS WEALTH MANAGEMENT LLC | INTEGRATED ADVISORS NETWORK LLC | Dec 7, 2016 | Sep 12, 2018 | 644 | Firm change after gap | Other |