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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-16 |
| FL | RA | APPROVED | 2026-03-10 |
| VT | RA | APPROVED | 2026-03-06 |
| ME | RA | APPROVED | 2026-03-04 |
| NH | RA | APPROVED | 2026-02-23 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
259 Nh-108, Somersworth, NH 03878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 02/2011 | 06/2017 |
| Southern New Hampshire University | Manchester | NH | 09/2010 | 05/2017 |
| Signator Investors, Inc. | Portsmouth | NH | 06/2017 | 09/2018 |
| Questar Capital Corporation | Minneapolis | MN | 09/2018 | 01/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2018 | 01/2019 |
| Regal Investment Advisors, Llc | Kentwood | MI | 01/2019 | 02/2019 |
| Regulus Advisors, Llc | Kentwood | MI | 01/2019 | 02/2019 |
| Lincoln Investment | Fort Washington | PA | 02/2019 | 05/2020 |
| Capital Analysts | Fort Washington | PA | 02/2019 | 05/2020 |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | 11/2022 |
| Lincoln Investment | Dover | NH | 11/2022 | 02/2026 |
| Capital Analysts | Dover | NH | 11/2022 | 02/2026 |
| Integrity Alliance, Llc | Rochester | NH | 02/2026 | Present |
| Gateway Retirement Solutions | Dover | NH | 11/2022 | Present |
1.AMERICAN SENIOR BENEFITS POSITION: Independent Contractor NATURE: Selling fixed insurance products such as fixed annuities, fixed indexed annuities, life insurance and long term care. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/07/2022 ADDRESS: 642 Central Ave, Dover NH 03820, DESCRIPTION: Selling and servicing fixed insurance products 2.GATEWAY RETIREMENT SOLUTIONS POSITION: President - Wealth Management NATURE: President of Wealth Management for Gateway Retirement Solutions. I support the managing partners in all Wealth Management activities and manage wealth management staff. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/07/2022 ADDRESS: 642 Central Ave, Dover NH 03820, DESCRIPTION: President of Wealth Management for Gateway Retirement Solutions. I support the managing partners in all Wealth Management activities and manage wealth management staff.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-27 |
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