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Integrity Alliance, LLC. CRD 139627
$5.41B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-03 |
Branch Locations
300 Colorado St Ste 2600, Austin, TX 78701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc. | Brooklyn | NY | 04/2016 | 03/2022 |
| Kestra Advisory Services, Llc. | Brooklyn | NY | 04/2016 | 03/2022 |
| Lighthouse Planning Llc | Brooklyn | NY | 06/2007 | Present |
| Lion Street Financial | Brooklyn | NY | 03/2022 | Present |
| Lion Street Advisors | Brooklyn | NY | 03/2022 | Present |
| Integrity Alliance, Llc. | Brooklyn | NY | 11/2025 | Present |
| Integrity Alliance, Llc. | Brooklyn | NY | 11/2025 | Present |
LION STREET, INC POSITION: Minority Owner NATURE: Lion Street, Inc. is a network of life insurance professionals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 Address: 515 Congress Ave Ste 2500 Austin TX 78701 DESCRIPTION: Minority owner LIGHTHOUSE PLANNING GROUP POSITION: Administrator NATURE: Insurance DBA INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 06/01/2007 ADDRESS: 1768 E34th Street, Brooklyn NY 11234, United States DESCRIPTION: Insurance planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-03 |
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