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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-23 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
10 Waterside Drive, Suite 104, Farmington, CT 06032 • United States
20 Waterside Drive Suite 202, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Benefits | Farmington | CT | 01/2015 | Present |
| Lincoln Investment | Wyncote | PA | 01/2015 | 09/2022 |
| Integrity Alliance, Llc | Farmington | CT | 09/2022 | Present |
American Senior Benefits; Not investment related; 10 Waterside Dr., Suite 104, Farmington CT 06032; Fixed Insurnace; Financial Planner; 10/14/2014; 100 hours per month; 80 hours during trading hours; Sales and designing insurance strategies and setting up insurance portfolio analysis
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-30 |
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