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Current Employers
Integrity Alliance, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-03-31
  • IA RA
    APPROVED
    Since 2023-03-31

Branch Locations

9245 Northpark Dr, Johnston, IA 50131 • United States

9245 Northpark Dr, Johnston, IA 50131 • United States

4135 Nw Urbandale Dr, Urbandale, IA 50322 • 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
Farm Bureau Financial Services West Des Moines IA 06/2016 05/2018
Fbl Marketing Services, Llc West Des Moines IA 07/2016 05/2018
Heartland Retirement Group Johnston IA 05/2018 Present
Gradient Securities, Llc Arden Hills MN 09/2018 12/2022
Redi Group, Llc West Des Moines IA 08/2017 Present
Jf Holdings, Llc West Des Moines IA 06/2018 Present
Jf Capital, Llc West Des Moines IA 06/2020 Present
Gradient Wealth Management Arden Hills MN 02/2022 12/2022
Gladstone Wealth Partners Johnston IA 12/2022 03/2023
Brokers International Financial Services Johnston IA 03/2023 Present
  • 06/2016 → 05/2018
    Farm Bureau Financial Services
    West Des Moines, IA
  • 07/2016 → 05/2018
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 05/2018 → Present
    Heartland Retirement Group
    Johnston, IA
  • 09/2018 → 12/2022
    Arden Hills, MN
  • 08/2017 → Present
    Redi Group, Llc
    West Des Moines, IA
  • 06/2018 → Present
    Jf Holdings, Llc
    West Des Moines, IA
  • 06/2020 → Present
    Jf Capital, Llc
    West Des Moines, IA
  • 02/2022 → 12/2022
    Gradient Wealth Management
    Arden Hills, MN
  • 12/2022 → 03/2023
    Johnston, IA
  • 03/2023 → Present
    Brokers International Financial Services
    Johnston, IA
Previous Registrations
Other Businesses

1) Heartland Retirement Group Wealth Management; Investment Related; 9245 Northpark Dr, Johnson, IA 50131; Wealth Management; Co-owner/financial advisor; 03/01/2023; 4 hours per month; 4 hours during security hours; DBA for securities 2) Heartland Retirement Group/ASB; Not Investment Related; 9245 Northpark Dr, Johnston, IA 50131; Insurance Sales; Unit Sales Manager/Insurance Agent; 05/01/2018; 16 hours per month; 16 hours during security hours; Sales of fixed insurance products 3) Redi Group, LLC; Not investement related; 1054 Burr Oaks Dr, West Des Moines, IA 50266; Real Estate; Owner; 05/01/2018; 1 hour per month; 0 hours during security hours; Manage Real Estate Developments 4) JF Holdings Group, LLC; Not Investment Related; 1054 Burr Oaks Dr, West Des Moines, IA 50266; Insurance Business; Owner; 05/01/2018; 16 hours per month; 16 hours during security hours; Insurance sales 5) Kalvin Johnson LLC; not investment related; 1054 Burr Oaks Dr, West Des Moines, IA 50266; Insurance Business; Owner; 05/01/2016; 16 hours per month; 16 hours during security hours; Insurance sales 6) WDM Logs, LLC; Investment Related; 1054 Burr Oaks Dr, West Des Moines, IA 50266; Private placement Logging Business; Member; 05/01/2021; 1 hour per month; 0 hours during security hours; Member of private placement that invested in logging company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-05
S63 Uniform Securities Agent State Law Examination 2015-09-11
  • S65 Uniform Investment Adviser Law Examination
    2022-02-05
  • S63 Uniform Securities Agent State Law Examination
    2015-09-11
Other Names
  • Kalvin Nicholas Johnson
  • Kelvin Johnson
  • Kelvin Johnson

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