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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| IA | RA | APPROVED | 2015-06-30 |
Branch Locations
202 1St Street Se Ste 152, Mason City, IA 50401 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Alliance, Llc | Mason City | IA | 06/2015 | Present |
WMBURT ADVISORS; 202 1ST STREET SE, STE 152 MASON CITY, IA 50401-3954; DBA FOR SECURITIES AND FIXED INSURANCE BUSINESS; PRESIDENT; START DATE 1/1/2009; 55 HOURS PER MONTH; 35 DURING TRADING HOURS; DUTIES INCLUDE INVESTMENT AND PRODUCT RESEARCH, CLIENT MEETINGS, OFFICE ADMINISTRATION AND SALES; WWW.WMBURTADVISORS.COM; ESTIMATED ANNUAL INCOME 100,000; 100% OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-10 |
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