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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-25 |
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
3005 S El Camino Real, San Clemente, CA 92672 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Kingsley Financial Services Inc. | Fenton | MI | 09/1988 | Present |
| Summit Brokerage Services Inc | Mission Viejo | CA | 08/2014 | 10/2017 |
| Summit Financial Group | Mission Viejo | CA | 09/2014 | 10/2017 |
| Lion Street Financial | Laguna Nigel | CA | 10/2017 | Present |
| Lion Street Advisors | Laguna Nigel | CA | 10/2017 | Present |
| Triton Wealth Strategies | Laguna Nigel | CA | 10/2017 | Present |
| Integrity Alliance, Llc. | San Clemente | CA | 11/2025 | Present |
| Integrity Alliance, Llc. | San Clemente | CA | 11/2025 | Present |
1.TRITON WEALTH STRATEGIES/KINGSLEY FINANCIAL SERVICES; PROPERTY & CASUALTY INSURANCE,HEALTH INSURANCE; SINCE 01/01/1998; SAME ADDRESS AS BRANCH; AGENT; INDIVIDUAL & SMALL GROUP HEALTH INSURANCE SALES & SERVICE, MEDICARE SUPPLEMENT SALES & SERVICE; 15 HOURS SPENT ON THIS ACTIVITY PER MONTH, 0 DURING TRADING HOURS 2.Christian Business Partners; San Clemente Chapter, San Clemente, CA 92673; Is this business investment related: No; Nature of business: Group of business owners networking; What is your position: board member & treasure; How many hours during business hours: 1; Compensation: 0; Job description: deposit donation checks, log online check copies, list of donors and amounts. 3.KINGSLEY FINANCIAL SERVICES, INC. POSITION: Owner NATURE: Life, Disability and Group Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1997 ADDRESS: 3005 S El Camino Real, San Clemente CA 92672, United States DESCRIPTION: Service of insurance client book from Michigan 4.KINGDOM OF PRIESTS POSITION: Board Member NATURE: Christian Ministry including a podcast, blog, worship videos, bible teaching INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2025 ADDRESS: 11527 Walnut St, Kansas City MO 64114, United States DESCRIPTION: Board member to serve along with other board members as a sounding board and accountability to the ministry leaders activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-21 |
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