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Jeffery Daniel Feliciano

Integrity Alliance, LLC.

Tyler, TX

Austin, TX

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Current Employers
Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-15

Branch Locations

1828 Ese Loop 323 Suite 200, Tyler, TX 75701 • United States

300 Colorado Suite 2600, Austin, TX 78701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services Oakdale MN 01/2002 04/2017
Feliciano Financial Group Tyler TX 01/2000 Present
Lion Street Financial Tyler TX 04/2017 Present
Lion Street Advisors Tyler TX 04/2017 Present
Integrity Alliance, Llc Tyler TX 10/2025 Present
  • 01/2002 → 04/2017
    Woodbury Financial Services
    Oakdale, MN
  • 01/2000 → Present
    Feliciano Financial Group
    Tyler, TX
  • 04/2017 → Present
    Lion Street Financial
    Tyler, TX
  • 04/2017 → Present
    Lion Street Advisors
    Tyler, TX
  • 10/2025 → Present
    Tyler, TX
Previous Registrations
  • 2017-04-28 → 2025-11-03
    Lion Street Advisors, Llc
    Tyler, TX
  • 1997-04-18 → 2017-05-01
    Woodbury Financial Services, Inc.
    Tyler, TX
    Tyler, TX
Other Businesses

1)J5 REAL ESTATE PROPERTIES, LLC POSITION: Owner NATURE: Holds personal rental properties INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/26/2015 ADDRESS: 2001 CAnberra Ct., Tyler TX 75703, United States DESCRIPTION: Just personal rental real estate. Rental properties. We own and manage personally 2)JDF CONSULTING INC POSITION: Owner NATURE: PROVIDE CONSULTING/MGMT/TRAINING/ INSURANCE AND FINANCIAL SERVICES. FELICIANO FINANCIAL PAYS JDF CONSULTING INC FOR COMMISSIONS AND SERVICES RENDERED FOR INSRUANCE AND FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2010 ADDRESS: 2001 Canberra Ct., Tyler TX 75703, United States DESCRIPTION: PROVIDE CONSULTING/MGMT/TRAINING/ INSURANCE AND FINANCIAL SERVICES. FELICIANO FINANCIAL PAYS JDF CONSULTING INC FOR COMMISSIONS AND SERVICES RENDERED FOR INSRUANCE AND FINANCIAL SERVICES 3)FELICIANO FINANCIAL GROUP POSITION: Employee NATURE: SALES OF INSURANCE (HEALTH, LIFE, DI, LTC, AND ANNUITIES) AND FINANCIAL PRODUCTS INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/1993 ADDRESS: 2001 Canberra Ct., Tyler TX 75703, United States DESCRIPTION: SALES OF INSURANCE (HEALTH, LIFE, DI, LTC, AND ANNUITIES) AND FINANCIAL PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-04-21
S63 Uniform Securities Agent State Law Examination 1997-03-11
  • S65 Uniform Investment Adviser Law Examination
    2000-04-21
  • S63 Uniform Securities Agent State Law Examination
    1997-03-11
Designations
Other Names
  • Jeffrey Daniel Feliciano
  • Jeffery Feliciano

View on SEC IAPD

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