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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-20 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
Glen Carbon, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Insurance & Financial Services | Edwardsville | IL | 01/2002 | 12/2022 |
| Country Trust Bank | Glen Carbon | IL | 01/2023 | 03/2023 |
| Country Capital Management Company | Glen Carbon | IL | 01/2002 | 03/2023 |
| Country Insurance Affiliates | Glen Carbon | IL | 01/2002 | 03/2023 |
| Integrity Alliance, Llc | Glen Carbon | IL | 03/2023 | Present |
1.Secretary Treasurer for BNI Revenue by Referrals Chapter; Not investment related; 200 W 3rd St, Alton, IL 62002; Business referral and networking group; Secretary/Treasurer; 10/01/2024; 8 hours per month; 8 hours during security trading hours; Managing chapter bank account, processing meeting information; leadership of chapter activities. 2.Two D Storage Inc; not investment related; 12760 N Overbrook Dr., Platte City, MO 64079; Management of 2 passive income investments purchased as part of a 1031 exchange, 43 acres of cash rented farmland and a REIT for part of an apartment complex; President and Secretary; 01/01/2025; 1 hour per month; 1 hour during security hours; Bookkeeping, working with tax accountant for filings. 3.VIRIGINIA STEGEMAN INSURANCE AND FINANCIAL SERVICES LLC POSITION: Owner Member NATURE: Property Casualty insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 05/01/2011 ADDRESS: 337 Westminster, Glen Carbon IL 62034, United States DESCRIPTION: Sales/Servicing property/casualty insurance clients 4.INSURANCE CAREER TRAINING POSITION: Instructor NATURE: Instructor teaching Insurance CE credit courses INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 11/01/2016 ADDRESS: 14701 Cumberland Rd, Suite 180, Noblesville IN 46060, United States DESCRIPTION: Teach insurance continuing education classes 5.AMERICAN FREEDOM BENEFITS POSITION: Agent NATURE: Insurance sales - Life, Long-term Care, Disability, Group Health, Medicare Supplements/Advantage Plans/Rx plans/Gap Coverages, Fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 09/12/2022 ADDRESS: 337 Westminster, Glen Carbon IL 62034, United States DESCRIPTION: Sales and servicing of fixed insurance products as 1099 agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-07 |
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