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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 01/2015 | 04/2017 |
| Snowden Lane Partners | New York | NY | 05/2016 | 02/2017 |
| Kestra Advisory Services Llc | Bethesda | MD | 05/2021 | 02/2022 |
| Facet Wealth | Bethesda | MD | 09/2020 | 04/2021 |
| Stratwealth | Fulton | MD | 08/2018 | 08/2020 |
| & Wealth | Baltimore | MD | 06/2017 | 07/2018 |
| Lion Street Advisors | Bethesda | MD | 02/2022 | 11/2025 |
| Integrity Alliance, Llc | Bethesda | MD | 12/2025 | Present |
Risk Strategies; Investment related;7500 Old Georgetown Rd, Suite 925, Bethesda, MD 20814; consulting and insurance solution company; account manager; 05/10/2021; 160 hours per month; 0 hours during trading hours; Risk Strategies is comprehensive risk management , consulting and insurance solution company. I help the lead advisor in an account mgmt role for our mid size companies in the retirement space.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-03 |
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