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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-12 |
| OH | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
300 Colorado Suite 2600, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 11/2014 | 12/2023 |
| Lion Street Financial | Austin | TX | 01/2024 | Present |
| Lion Street Advisors | Austin | TX | 01/2024 | Present |
| Integrity Alliance, Llc | Austin | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-31 |
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