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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
300 Colorado Suite 2600, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Austin | TX | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Austin | TX | 03/2017 | 06/2018 |
| Massmutual Life Insurance Company | Austin | TX | 07/2016 | 06/2018 |
| Kestra Investment Services, Llc. | Austin | TX | 06/2018 | 09/2021 |
| Kestra Advisory Services, Llc. | Austin | TX | 06/2018 | 09/2021 |
| Lion Street Financial | Austin | TX | 09/2021 | Present |
| Lion Street Advisors | Austin | TX | 09/2021 | Present |
| Integrity Alliance, Llc | Austin | TX | 09/2025 | Present |
1) RENTAL PROPERTY OWNER POSITION: Owner. NATURE: Personal rental property rent rate at fair market. INVESTMENT RELATED: No. NUMBER OF HOURS: 2. SECURITIES TRADING HOURS: 0. START DATE: 12/04/2023. ADDRESS: 6013 Ronee Leah Dr., AUSTIN TX 78724, United States DESCRIPTION: Landlord for personal rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-15 |
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