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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
23201 Lake Center Dr Ste 207, Lake Forest, CA 92630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Visionlink Advisory Group, Inc. | Irvine | CA | 10/1999 | Present |
| Visionlink Financial Advisors, Inc | Irvine | CA | 10/1997 | Present |
| Visionlink Corporate Insurance Services, Llc | Irvine | CA | 01/2007 | Present |
| M Holdings Securities, Inc. | Portland | OR | 01/2007 | 05/2020 |
| Lion Street Financial | Lake Forest | CA | 05/2020 | Present |
| Integrity Alliance, Llc. | Lake Forest | CA | 11/2025 | Present |
| Integrity Alliance, Llc. | Lake Forest | CA | 11/2025 | Present |
1)THE VISIONLINK ADVISORY GROUP, INC. POSITION: Employee NATURE: Compensation consulting and third party administration INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 08/20/1999 ADDRESS: 23201 Lake Center Drive, Suite 207, Lake Forest CA 92630, United States DESCRIPTION: client servicing internal operations/administration security oversight
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-27 |
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