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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-12 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2016-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corporation | Des Moines | IA | 04/2000 | 10/2016 |
| Principal Life Insurance Company | Des Moines | IA | 04/2000 | 10/2016 |
| Integrity Alliance/Brokers International Financial Services | Urbandale | IA | 10/2016 | Present |
| Integrity Advisory Solutions | Urbandale | IA | 08/2025 | Present |
1) SE Polk Youth Tackle Football; not investment related; 4590 Zilker Drive, Pleasant Hill, IA 50327; Treasurer for the club; Treasurer; 05/01/2022; 10 hours per month; 0 during trading hours; Treasurer for the club, pay expenses for equipment and general operations. 2) Gladstone Wealth Partners, LLC; Investment related; 2000 PGA Blvd., Suite 4440, Palm Beach Gardens, FL 33408; Investment Management; Chief Information Officer; 15 hours per month; 15 hours during security hours; Investment scoring, review model performance & risk, provide market & economic updates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-11 |
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