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Integrity Alliance, LLC. CRD 139627
$5.41B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-30 |
Branch Locations
Middleburg, FL • United States
1398 Sw 160Th Av Ste 503, Weston, FL 33326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Gainesville | FL | 09/2015 | 11/2016 |
| J.W. Cole Financial, Inc. | Tampa | FL | 01/2017 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2017 | 04/2019 |
| Brokers International Financial Services | Middleburg | FL | 04/2019 | Present |
1) Island Wealth Advisors, LLC; Investment related; 1809 Kel Lane Middleburg, Fl, 3268; DBA for securities, advisory and fixed insurance; Owner/RR/IAR; Started 1/1/2020, 160 hours per month, 130 during trading; Sales and service of securities, advisory, and insurance products. 2) Independent Insurance Agent; Investment related; 1809 Kel Lane Middleburg, FL 32068; Fixed Insurance; Agent; Started 11/07/2001; 160 hours per month, 130 during trading; Sales and service of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-11 |
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