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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-02-01 |
| CA | RA | APPROVED | 2024-01-11 |
| IL | RA | APPROVED | 2024-01-11 |
| IA | RA | APPROVED | 2024-01-11 |
| WI | RA | APPROVED | 2024-01-11 |
Branch Locations
2550 Middle Road Suite 100, Bettendorf, IA 52722 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Dubuque | IA | 03/2015 | 06/2022 |
| Fuse Partners, Llc Dba Visionpoint Advisory Group, Llc | Bettendorf | IA | 03/2015 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | 12/2024 |
| Lion Street Financial | Austin | TX | 01/2025 | Present |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | Present |
1.BALEFIRE WEALTH POSITION: Owner NATURE: RIA and advisory business for clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 12 START DATE: 03/29/2015 ADDRESS: 2550 Middle Road, Suite 600, Bettendorf IA 52722, United States DESCRIPTION: Wealth Advisor for clients, Planning Team coordinator, and owner. 2.Lion Street 2. Investment Related - Yes 3. 2550 Middle Rd, Suite 600, Bettendorf, IA 52722 4. Fixed / Traditional Insurance 5. Agent 6. 09/2019 7. 10 hrs 8. 10 hrs 9. Sales of Fixed / Traditional Insurance Products 3.1. Fixed Insurance 2. Investment Related - Yes 3. At Registered Location. 4. Fixed / Traditional Insurance 5. Agent 6. 11/2021 7. 4hrs 8. 4hrs 9. Sales of Fixed / Traditional Insurance Products 4.1. Financial Navigators 2. Investment Related - Yes 3. 6403 Fairhaven Road, Davenport, IA 528074. Business Entity for Tax/Investment Purposes Only 5. Agent 6. 04/01/2015 7. 60 hrs 8. 60 hrs 9. Commissions and fees. Using for commissions/business expenses/ tax purposes 5.BRIAN SMITH POSITION: Owner NATURE: Ownership in 1 rental property which I receive rental income. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: 1402 Avenue of the Cities, Silvis IL 61282, United States DESCRIPTION: Own a rental property and collect rent. Only 1 rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-20 |
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