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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Fargo | ND | 02/2006 | Present |
| Integrity Alliance, Llc. | Fargo | ND | 11/2025 | Present |
| Integrity Alliance, Llc. | Fargo | ND | 11/2025 | Present |
1) INSURANCE SERVICES POSITION: Employee NATURE: Insurance Sales & Service INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 06/01/2006 ADDRESS: 3320 Westrac Dr S Ste D, Fargo ND 58103, United States DESCRIPTION: health and life Insurance sales 2)RED RIVER VALLEY ESTATE PLANNING COUNCIL POSITION: Employee NATURE: Nonprofit membership group of estate planning advisors of multiple disciplines. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2013 ADDRESS: PO BOX 9904, Fargo ND 58106, United States DESCRIPTION: coordinate speakers & events for membership, file CE, maintain website, renewals, monthly board meetings, annual meeting, administrative duties 3)HALVORSON INVESTMENT INC POSITION: Owner NATURE: Investment Advistory INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 06/05/2018 ADDRESS: 3320 Westrac Dr S Ste D, Fargo ND 58103, United States DESCRIPTION: Owner 4)WHEATLAND ND TOWNSHIP POSITION: Employee NATURE: Local government agency INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 3 START DATE: 03/19/2019 ADDRESS: 420 Main St, Absaraka ND 58002, United States DESCRIPTION: Clerk/Treasurer 5)CALIBRATE WEALTH PARTNERS POSITION: new business and underwriting manager for life insurance products NATURE: Marketing name for sales and service of insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2022 ADDRESS: 3320 Westrac Dr S Ste D, Fargp ND 58103, United States DESCRIPTION: Calibrate WP is a marketing name for our organization. underwriting and new case submission for insurance products, accounting, customer service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-28 |
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