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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2008-10-24 |
Branch Locations
818 First Street, Redfield, IA 50233 • United States
1200 Valley West Drive Suite 208, West Des Moines, IA 50266 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Alliance | Redfield | IA | 10/2008 | Present |
1.INDEPENDENT INSURANCE AGENT;YES;818 FIRST STREET REDFIELD, IA 50233;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;10/2008;160;160;SALES OF FIXED INSURANCE PRODUCTS 2.NATIONAL INVESTORS;YES;818 FIRST STREET REDFIELD, IA 50233;DBA;SALES REP;1/1998;75;75;DBA FOR INSURANCE AND SECURITIES SALES 3. THE ACHIEVEMENT GROUP; INVESTMENT RELATED; 4515 FLEUR DR, STE 200, DES MOINES, IA 50321; SENIOR VP OF SALES & MARKETING; 12/01/2023; 40 HOURS PER MONTH; 25 HOURS DURING SECURITIES TRADING HOURS; RECRUITING, MARKETING, JOINT WORK WITH AGENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-24 |
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