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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-24 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
Lake Elsinore, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Bethesda | MD | 12/2011 | 01/2020 |
| Integrity Alliance, Llc | Lake Elsinore | CA | 01/2020 | Present |
1) Richard Olson Financial Group; investment related; 29648 Dwan Drive Lake Elsinore, CA 92530; DBA for securities/advisory products/insurance; Financial Advisor; 01/01/2010; 160 hours per month; 160 during security hours; Financial planning involving insurance, securities, and advisory products 2) Independent Insurance Agent; not investment related; 29648 Dwan Drive Lake Elsinore, CA 92530; Insurance Sales; Insurance Agent; 04/23/2008; 2 hours per month; 0 hours during security hours; Sales and service of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-16 |
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