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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-28 |
| TX | RA | APPROVED | 2025-05-06 |
Branch Locations
2823 S Church St, Burlington, NC 27215 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-18 |
| CO | RA | APPROVED | 2024-03-18 |
| FL | RA | APPROVED | 2024-03-18 |
| KY | RA | APPROVED | 2024-03-18 |
| SC | RA | APPROVED | 2024-03-18 |
| OH | RA | APPROVED | 2023-12-19 |
| IL | RA | APPROVED | 2023-08-21 |
| NM | RA | APPROVED | 2023-08-21 |
| PA | RA | APPROVED | 2023-08-21 |
| WA | RA | APPROVED | 2023-08-21 |
| KS | RA | APPROVED | 2023-08-18 |
| MN | RA | APPROVED | 2023-08-18 |
| MO | RA | APPROVED | 2023-08-18 |
| AZ | RA | APPROVED | 2021-06-17 |
| TX | RA | APPROVED | 2018-07-11 |
| NC | RA | APPROVED | 2018-03-26 |
Branch Locations
2823 S Church St, Burlington, NC 27215 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Ins. Co. | Greensboro | NC | 08/2004 | 07/2017 |
| Burlington Alliance Capital Management, Llc | Burlington | NC | 07/2017 | 08/2023 |
| Integrity Advisory Solutions, Llc | Burlington | NC | 09/2023 | Present |
| Integrity Alliance, Llc | Burlington | NC | 05/2025 | Present |
1. Mr. Norris is a licensed insurance agent and may recommend insurance products offered by various insurance carriers; Investment-related business; Insurance; 1996; 4 hours per month and approximately 2 hours per month during trading hours. 2. Integrated Trust Systems; Not investment-related; 2823 S Church St, Burlington, NC, 27205; Estate planning consultation and program enrollment; Implementation specialist; 7/01/2025; 2 hours per month; 0.5 during securities trading hours; Refer clients to online Estate Plan System
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-05 |
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