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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-03 |
Branch Locations
500 108Th Ave Ne Ste 1700, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gonzaga University | Spokane | WA | 09/2008 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 05/2012 | Present |
| Hornor Townsend & Kent Inc. | Horsham | PA | 05/2012 | 07/2018 |
| Gonzaga Preparatory School | Spokane | WA | 02/2011 | Present |
| Integrity Alliance, Llc. | Bellevue | WA | 11/2025 | Present |
| Integrity Alliance, Llc. | Bellevue | WA | 11/2025 | Present |
| Lion Street Financial | Bellevue | WA | 07/2018 | 11/2025 |
| Lion Street Advisors | Bellevue | WA | 07/2018 | 11/2025 |
1) ALTERRA ADVISORS POSITION: Employee NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/18/2018 ADDRESS: 500 108th Ave NE, Suite 1700, Bellevue WA 98004, United States DESCRIPTION: Insurance sales 2) ST FRANCIS HOUSE POSITION: Board Member NATURE: Charity INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: 322 7th St SE, Puyallup WA 98372, United States DESCRIPTION: Chairman of the Board, Board oversight 3) CANNON BEACH CONFERENCE CENTER POSITION: Board Member NATURE: Christian retreat and conference center on the Oregon coast. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 289 N Spruce St, Cannon Beach OR 97110, United States DESCRIPTION: Board of Directors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-29 |
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