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Advisor at INTEGRATED ADVISORS NETWORK LLC
Kirkland, WA | 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 | Jul 1, 2019 | n/a | yes | Kirkland, WA|DALLAS, TX | Current employment |
| KATZ FAMILY FINANCIAL ADVISORS, LLC | Former SEC adviser | Nov 28, 2017 | Aug 13, 2019 | no | Kirkland, WA|ALEXANDRIA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KATZ FAMILY FINANCIAL ADVISORS, LLC | INTEGRATED ADVISORS NETWORK LLC | Aug 13, 2019 | Jul 1, 2019 | -43 | Firm change after gap | RIA to RIA |