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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
| IA | RA | APPROVED | 2025-05-23 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
1445 Ross Ave 55Th Floor, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lion Street Financial, Llc | Austin | TX | 12/2012 | Present |
| Lion Street Advisors | Austin | TX | 09/2013 | Present |
1) MADFINCAT HOLDINGS, LLC POSITION: Owner NATURE: Real Estate Investment for my family INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2024 ADDRESS: 3109 Beverly Drive, Dallas TX 75205, United States DESCRIPTION: This LLC was established to eventually put the rental properties that my husband and I own individually into an entity. I currently manage the rental properties. 2) ST CHARLES HOA BOARD SEAT POSITION: Board Member NATURE: I am on the board of an HOA where I own 4 rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2024 ADDRESS: 4704 Abbott Ave #106, Dallas TX 75205, United States DESCRIPTION: discuss with other board members to budget and issues that arise from the owner/tenants of the condo complex.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-05 |
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