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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
7111 Fairway Dr Suite 303, Palm Beach Gardens, FL 33418 • United States
Jupiter, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Investors Distribution Company | Bloomfield | CT | 06/2013 | Present |
| Kestra Investment Services, Llc | Palm Beach Gardens | FL | 06/2017 | 03/2020 |
| Kestra Advisory Services, Llc | Palm Beach Gardens | FL | 09/2018 | 03/2020 |
| Lion Street Financial | Palm Beach Gardens | FL | 03/2020 | 11/2025 |
| Lion Street Advisors | Palm Beach Gardens | FL | 03/2020 | 11/2025 |
| Integrity Alliance, Llc. | Palm Beach Gardens | FL | 11/2025 | Present |
1) FLAH & COMPANY POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 90 START DATE: 01/31/2017 ADDRESS: 7111 Fairway Dr Ste 303, Palm Beach Gardens FL 33418, United States DESCRIPTION: Sales 2) JASON M. ROCHE POSITION: Trust Protector NATURE: Trust Protector INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2022 ADDRESS: 12 Skylark Drive, Larkspur CA 94939, United States DESCRIPTION: Trust Protector
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-30 |
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