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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
Leander, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-29 |
Branch Locations
Manor, TX • United States
Manor, TX • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Austin | TX | 05/2013 | 08/2020 |
| Pruco Securities, Llc | Austin | TX | 08/2020 | 07/2021 |
| Goldstar Sta | Forth Worth | TX | 06/2021 | 09/2021 |
| Ernst & Young Investment Advisers Llp | Tampa | FL | 10/2021 | 01/2022 |
| Kestra Investment Services, Llc | Austin | TX | 03/2022 | 11/2024 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 01/2014 | 08/2020 |
| Prudential Financial Planning Services | Austin | TX | 08/2020 | 07/2021 |
| Capstar Financial | Austin | TX | 11/2024 | 03/2025 |
| Lendcreek | Austin | TX | 03/2025 | 05/2025 |
| Kconnally Strategies, Llc | Leander | TX | 04/2025 | 06/2026 |
| Integrity Alliance, Llc | Austin | TX | 06/2026 | Present |
Independant contractor; Non investment related; 10407 American Paint Way, Manor, Tx, 78653; Independent contractor; Brand Ambassador contracted for multiple includes demonstrations and business development to secure events; 03/2023; 12 Hours per month; 0 hours during security hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-12 |
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