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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-03 |
Branch Locations
300 Colorado St Ste 2600, Austin, TX 78701 • United States
4260 Galewood Street Ste D, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Portland | OR | 01/2012 | 12/2016 |
| Park Avenue Securities | Portland | OR | 10/2012 | 12/2016 |
| Lion Street Financial | Lake Oswego | OR | 12/2016 | 11/2025 |
| Lion Street Advisors | Lake Oswego | OR | 12/2016 | 11/2025 |
| Integrity Alliance, Llc. | Lake Oswego | OR | 11/2025 | Present |
DUKE FINANCIAL PARTNERS LLC POSITION: Owner NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2016 ADDRESS: 600 N Carriage Hill Dr, #1195, Las Vegas NV 89138, United States DESCRIPTION: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-03-29 |
| S66 | Uniform Combined State Law Examination | 2001-08-24 |
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