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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
| PA | RA | APPROVED | 2025-10-21 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
1325 N River St Suite 209, Plains Twp, PA 18702 • United States
1325 N River St Suite 209, Plains Twp, PA 18702 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities, Inc. | Chicago | IL | 02/2016 | 10/2025 |
| Bankers Life And Casualty | Chicago | IL | 04/2014 | 10/2025 |
| Integrity Alliance, Llc | Plains Twp | PA | 10/2025 | Present |
1) Keystone Legacy Financial LLC; not investment related; 1325 N River St, Plains, PA 18702; Fixed Insurance Business; Partner; 08/20/2025; 30 hours per month; 25 hours during security hours; Manage Insurance marketing agency and write insurance policies. 2) Keystone Legacy Financial LLC; investment related; 1325 N River St, Plains, PA 18702; DBA for securities; Partner; 08/20/2025; 60 hours per month; 40 hours during security hours; Manage business aspects and drive GDC and AUM.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-22 |
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