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Ashlee Bianca Admire

Integrity Alliance, LLC.

Dallas, TX

Dallas, TX

CRD 6442015

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Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-03
  • TX RA
    APPROVED
    Since 2025-11-03

Branch Locations

2750 Fairmount St, Dallas, TX 75201 • United States

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M Holdings Securities Portland OR 09/2017 10/2018
Capital Plan Dallas TX 09/2017 01/2018
Ubs Financial Services Dallas TX 02/2015 08/2017
Southern Wealth Mgmt Dallas TX 10/2018 09/2021
Southern Wealth Securities, Llc Dallas TX 10/2018 09/2021
Lion Street Financial Dallas TX 10/2021 Present
Lion Street Advisors Dallas TX 10/2021 Present
Integrity Alliance, Llc. Dallas TX 11/2025 Present
Integrity Alliance, Llc. Dallas TX 11/2025 Present
  • 09/2017 → 10/2018
    M Holdings Securities
    Portland, OR
  • 09/2017 → 01/2018
    Capital Plan
    Dallas, TX
  • 02/2015 → 08/2017
    Ubs Financial Services
    Dallas, TX
  • 10/2018 → 09/2021
    Southern Wealth Mgmt
    Dallas, TX
  • 10/2018 → 09/2021
    Southern Wealth Securities, Llc
    Dallas, TX
  • 10/2021 → Present
    Lion Street Financial
    Dallas, TX
  • 10/2021 → Present
    Lion Street Advisors
    Dallas, TX
  • 11/2025 → Present
    Dallas, TX
  • 11/2025 → Present
    Dallas, TX
Previous Registrations
  • 2021-10-29 → 2025-11-03
    Lion Street Advisors, Llc
    Dallas, TX
    Dallas, TX
    Austin, TX
  • 2018-10-05 → 2021-09-21
    Southern Wealth Management Llp
    Dallas, TX
  • 2017-09-13 → 2018-10-01
    Dallas, TX
    Portland, OR
    Dallas, TX
  • 2016-03-11 → 2017-09-08
    Dallas, TX
Other Businesses

1.AD HOC COORDINATION, LLC POSITION: Owner NATURE: Ad Hoc Coordination is a lifestyle and estate coordination company. Our employees provide services that span personal assistant, house management, and project management needs. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 08/25/2025 ADDRESS: 5950 Sherry Lane, Suite420, Dallas TX 75225, United States DESCRIPTION: Founder and operational leadership

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-11
  • S66 Uniform Combined State Law Examination
    2016-03-11
Designations
  • Certified Financial Planner
Other Names
  • Ashlee Bianca Stalker

View on SEC IAPD

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