COREY JAMES DALLAS is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | 2021-10-07 | present | Yes |
| BENSLER, LLC | 2020-12-02 | 2021-08-02 | — |
| LPL FINANCIAL LLC | 2020-05-11 | 2021-02-17 | — |