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Current Employers
Integrity Alliance, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-11
  • MA RA
    APPROVED
    Since 2025-11-11

Branch Locations

10 Manument Square # 201, Leonminster, MA 01453 • United States

300 Colorado St Ste 2600, Austin, TX 78701 • 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
Bhr Life And Group Insurance Agency Inc. Leominster MA 09/2014 Present
Lincoln Financial Securities Corporation Leominster MA 12/2015 08/2017
Lincoln Financial Securities Corporation Leominster MA 11/2017 01/2022
Lion Street Financial Leominster MA 07/2023 11/2025
Lion Street Advisors Leonminster MA 07/2023 11/2025
Integrity Alliance, Llc. Leonminster MA 11/2025 Present
  • 09/2014 → Present
    Bhr Life And Group Insurance Agency Inc.
    Leominster, MA
  • 12/2015 → 08/2017
    Lincoln Financial Securities Corporation
    Leominster, MA
  • 11/2017 → 01/2022
    Lincoln Financial Securities Corporation
    Leominster, MA
  • 07/2023 → 11/2025
    Lion Street Financial
    Leominster, MA
  • 07/2023 → 11/2025
    Lion Street Advisors
    Leonminster, MA
  • 11/2025 → Present
    Leonminster, MA
Previous Registrations
  • 2023-07-26 → 2025-11-03
    Lion Street Advisors, Llc
    Leominster, MA
    Austin, TX
  • 2022-03-31 → 2023-07-28
    Leominster, MA
    Summit, NJ
  • 2017-11-07 → 2022-01-26
    Osaic Fs, Inc.
    Leominster, MA
    Leominster, MA
    Radnor, PA
  • 2016-02-23 → 2017-08-11
    Osaic Fs, Inc.
    Leominster, MA
    Canonsburg, PA
    Leominster, MA
Other Businesses

1.BHR LIFE & GROUP INSURANCE AGENCY INC. POSITION: Employee NATURE: BHR is a Life Insurance Agency, acting as an independent broker. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2014 ADDRESS: 10 Monument Square, Suite 201, Leominster MA 01453, United States DESCRIPTION: Vice President 2.STEPHEN JAVARAS POSITION: Owner NATURE: I am an active-status NAUI (National Association of Underwater Instructors) scuba diving instructor and teach scuba diving. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2025 ADDRESS: 10 Monument Square, Suite 201, Leominster MA 01453, United States DESCRIPTION: teaching scuba diving

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-11
  • S66 Uniform Combined State Law Examination
    2016-02-11

View on SEC IAPD

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