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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-31 |
Branch Locations
100 Somerset Corporate Boulevard 2Nd Floor, Bridgewater, NJ 08807 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Bridgewater | NJ | 11/2009 | 10/2025 |
| Brokers International Financial Services | Urbandale | IA | 04/2019 | 04/2020 |
| Integrity Alliance, Llc | Bridgewater | NJ | 01/2024 | Present |
1. Road to Retirement Inc.; Investment related; 100 Somerset Corporate Blvd, 2nd FL, Bridgewater, NJ 08807; DBA for Advisory services; Financial planning and fixed insurance sales; President; 08/15/2016; 40 hours per month, 10 hours during securities hours; Develop financial and retirement plans, suggest insurance products 2. Bawa Insurance Sales; Investment related; 100 Somerset Corporate Boulevard, 2nd Floor, Bridgewater, NJ 08807; Fixed annuity and insurance sales; President; 08/16/2016; 40 hours per month, 10 hours during securities trading hours; Financial Planning, seminars, insurance sales. 3. A.M. Best; Not investment related; 1 Ambest Rd, Oldwick, NJ 08858; Actuary; Associate Director; 10/20/2025; 160 hours per month; 130 hours during security hours; Actuarial model development, quantitative analysis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
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