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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
300 Colorado St Ste 2600, Austin, TX 78701 • United States
1902 Wright Place, Suite 200, Carlsbad, CA 92008 • United States
27881 Rural Lane, Laguna Niguel, CA 92677 • 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 |
|---|---|---|---|---|
| Lion Street Financial | Carlsbad | CA | 11/2014 | 11/2025 |
| Lion Street Advisors | Carlsbad | CA | 11/2014 | 11/2025 |
| Executive Benefit Solutions | Carlsbad | CA | 11/2014 | Present |
| Lion Street, Inc | Austin | TX | 11/2014 | Present |
| Integrity Alliance, Llc. | Carlsbad | CA | 11/2025 | Present |
| Integrity Alliance, Llc. | Carlsbad | CA | 11/2025 | Present |
1) EXECUTIVE BENEFIT SOLUTIONS POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 25 START DATE: 11/17/2014 ADDRESS: 1902 Wright Place, Suite 200, Carlsbad CA 92008, United States DESCRIPTION: Health and life Insurance sales 2) LAST RACE RANCH POSITION: Board Member NATURE: 510cs not for profit organization that provides new homes for retired racehorses. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2024 ADDRESS: 681 San Rodolfo Drive #1023, Solana Beach CA 92075, United States DESCRIPTION: I manage the back office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-20 |
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