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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-13 |
| SC | RA | APPROVED | 2025-02-13 |
Branch Locations
Huntersville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Charlotte | NC | 10/2015 | 12/2022 |
| New York Life Insurance Co | Charlotte | NC | 06/2015 | 12/2022 |
| Modern Woodmen Of America | Rock Island | IL | 12/2022 | 02/2025 |
| Mwa Financial Services Inc | Rock Island | IL | 01/2023 | 02/2025 |
| Integrity Alliance, Llc | Huntersville | NC | 02/2025 | Present |
Fixed Insurance Broker; Not investment Related; 16543 Rudyard Ln, Huntsville, NC 28078; Fixed Insurance; District Sales Director; 02/03/2025; 100 hours per month; 80 hours during security hours; Assist my prospects/clients in securing various fixed insurance products that may include: Final Expense Medicare Advantage Ordinary Life products Long Term Care Disability Insurance Group Benefits.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-04 |
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