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Advisor at INTEGRATED ADVISORS NETWORK LLC
DALLAS, TX | Carlsbad, CA
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 | Jun 19, 2018 | n/a | yes | DALLAS, TX|Carlsbad, CA | Current employment |
| VINTAGE WEST CAPITAL MANAGEMENT | Former SEC adviser | Apr 19, 2016 | Aug 17, 2018 | no | SAN DIEGO, CA | Previous registration |
| PLATINUM WEALTH PARTNERS | Former SEC adviser | Oct 11, 2013 | Apr 1, 2016 | no | TAMPA, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Oct 23, 2013 | no | CARLSBAD, CA|Carlsbad, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 8, 1997 | Jun 1, 2009 | no | CARLSBAD, CA|CARLSBAD, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VINTAGE WEST CAPITAL MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | Aug 17, 2018 | Jun 19, 2018 | -59 | Firm change after gap | RIA to RIA |
| PLATINUM WEALTH PARTNERS | VINTAGE WEST CAPITAL MANAGEMENT | Apr 1, 2016 | Apr 19, 2016 | 18 | Firm change | Other |
| MORGAN STANLEY | PLATINUM WEALTH PARTNERS | Oct 23, 2013 | Oct 11, 2013 | -12 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170186:171991:CA:2018-08-17 | Aug 17, 2018 | Jun 19, 2018 | SAN DIEGO, CA | Firm change after gap |
| 145507:170186:FL:2016-04-01 | Apr 1, 2016 | Apr 19, 2016 | TAMPA, FL | Firm change |