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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-15 |
| NJ | RA | APPROVED | 2025-12-10 |
| VA | RA | APPROVED | 2025-12-05 |
| PA | RA | APPROVED | 2025-12-03 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essa Bank & Trust | Bethlehem | PA | 07/2015 | 12/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2015 | 12/2018 |
| Cetera Investment Advisers Llc | Whitehouse | NJ | 07/2017 | 12/2018 |
| Investors Bank | Whitehouse | NJ | 12/2018 | 08/2022 |
| Citizens Securities, Inc. | Whitehouse | NJ | 04/2022 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flemington | NJ | 08/2022 | 11/2025 |
| Bank Of America N.A. | Flemington | NJ | 11/2022 | 11/2025 |
| Integrity Alliance | Whitehall | PA | 12/2025 | Present |
1.ALFRED RICHTER FIXED INSURANCE POSITION: Owner NATURE: Sale of fixed and indexed annuities, fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/10/2026 ADDRESS: 3250 West Columbia Street, Whitehall PA 18052 DESCRIPTION: I am a Registered Investment Advisor performing all duties such as brokerage services, advisory services, sales of Variable, Fixed and Fixed Indexed Annuities, Life Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-03 |
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