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Advisor at INTEGRATED ADVISORS NETWORK LLC
DALLAS, TX | 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 | Jun 10, 2016 | n/a | yes | DALLAS, TX|Dallas, TX | Current employment |
| ZT WEALTH ADVISORY | n/a | Mar 23, 2012 | Oct 12, 2016 | no | SHAMROCK, TX|SHAMROCK, TX|HOUSTON, TX | Previous registration |
| SWBC INVESTMENT COMPANY | Independent wealth | Mar 4, 2010 | Apr 16, 2012 | no | SAN ANTONIO, TX | Previous registration |
| ABSHIER WEBB DONNELLY & BAKER, INC. | n/a | Sep 28, 2009 | Mar 9, 2010 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| AMERIPRISE ADVISOR SERVICES, INC. | n/a | Oct 11, 2004 | Oct 5, 2007 | no | EDEN PRAIRIE, MN|EDEN PRAIRIE, MN|MILWAUKEE, WI|WEST DES MOINES, IA|LAKE ELMO, MN | Previous registration |
| SECU BROKERAGE SERVICES | n/a | Mar 3, 2003 | Oct 11, 2004 | no | INDIANAPOLIS, IN | Previous registration |
| FORECASTING & RESEARCH ADVISORS, LLC | n/a | Jan 7, 2000 | Jan 13, 2003 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ZT WEALTH ADVISORY | INTEGRATED ADVISORS NETWORK LLC | Oct 12, 2016 | Jun 10, 2016 | -124 | Firm change after gap | Other |
| SWBC INVESTMENT COMPANY | ZT WEALTH ADVISORY | Apr 16, 2012 | Mar 23, 2012 | -24 | Firm change | Other |
| ABSHIER WEBB DONNELLY & BAKER, INC. | SWBC INVESTMENT COMPANY | Mar 9, 2010 | Mar 4, 2010 | -5 | Firm change | Other |
| AMERIPRISE ADVISOR SERVICES, INC. | ABSHIER WEBB DONNELLY & BAKER, INC. | Oct 5, 2007 | Sep 28, 2009 | 724 | Firm change after gap | Other |
| SECU BROKERAGE SERVICES | AMERIPRISE ADVISOR SERVICES, INC. | Oct 11, 2004 | Oct 11, 2004 | 0 | Firm change | Other |
| FORECASTING & RESEARCH ADVISORS, LLC | SECU BROKERAGE SERVICES | Jan 13, 2003 | Mar 3, 2003 | 49 | Firm change | Other |