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Current Employers
Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2025-11-03
  • ND RA
    APPROVED
    Since 2025-11-03

Branch Locations

3320 Westrac Dr Ste D, Fargo, ND 58103 • United States

300 Colorado St Ste 2600, Austin, TX 78701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Park Avenue Securities Fargo ND 02/2006 Present
Integrity Alliance, Llc. Fargo ND 11/2025 Present
Integrity Alliance, Llc. Fargo ND 11/2025 Present
Previous Registrations
  • 2019-04-29 → 2025-11-03
    Lion Street Advisors, Llc
    Fargo, ND
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-31
S63 Uniform Securities Agent State Law Examination 2006-06-28
  • S65 Uniform Investment Adviser Law Examination
    2019-01-31
  • S63 Uniform Securities Agent State Law Examination
    2006-06-28
Other Names
  • Patricia Ruth Moe
  • Patricia Ruth Peterson
  • Patricia Ruth Peterson

View on SEC IAPD

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