James Thomas Beyer

Current Employers

Integrity Alliance, Llc.

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2022-09-23

CT RA
APPROVED

Since 2022-09-23

Branch Locations

95 Glastonbury Blvd Ste. 205, Glastonbury, CT 06033 • United States

4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA

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

Organization	City	State	From	To
Bankers Life Securities, Inc.	Farmington	CT	03/2020	09/2020
Bankers Life	Farmington	CT	09/2011	08/2020
Lincoln Investment	Fort Washington	PA	09/2020	09/2022
Capital Analysts	Fort Washington	PA	09/2020	09/2022
American Senior Benefits	Farmington	CT	08/2020	Present
Integrity Alliance, Llc	Farmington	CT	09/2022	Present

03/2020 → 09/2020

Bankers Life Securities, Inc.

Farmington, CT
09/2011 → 08/2020

Bankers Life

Farmington, CT
09/2020 → 09/2022

Lincoln Investment

Fort Washington, PA
09/2020 → 09/2022

Capital Analysts

Fort Washington, PA
08/2020 → Present

American Senior Benefits

Farmington, CT
09/2022 → Present

Integrity Alliance, Llc

Farmington, CT

Previous Registrations

2020-09-22 → 2022-09-26

Lincoln Investment

Fort Washington, PA

Farmington, CT
2020-09-22 → 2022-09-26

Capital Analysts

Farmington, CT
2020-07-08 → 2020-09-21

Bankers Life Advisory Services, Inc.

Farmington, CT

Chicago, IL

Other Businesses

1) American Senior Benefits; Not investment related; 20 Waterside Drive #202, Farmington, CT 06032; Insurance Sales; Insurance Agent; Broker; 08/24/2020; 120 hours per month; 80 hours during security hours; Sell and fixed insurance products 2) Faith Baptist Church; Not Investment Related; 243 Caning St. Southington, CT 06489; Religious; Deacon; 03/16/2024; 3 hours per month; 0 hours during security hours; Help Church members in need 3) WEALTH OPERATIONS, LLC POSITION: Owner NATURE: The nature of this business is to pay operating expenses of my wealth management firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2026 ADDRESS: 23 Newgate Dr, Glastonbury CT 06033, United States DESCRIPTION: Run payroll to pay part time employee and pay other operating expenses. 4) WEALTH HOLDINGS, LLC POSITION: Owner NATURE: This business was created for the purpose to sign a commercial lease. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2026 ADDRESS: 23 Newgate Dr, Glastonbury CT 06033, United States DESCRIPTION: This business was created for the purpose to sign a commercial lease.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-07-08
S63	Uniform Securities Agent State Law Examination	2020-05-08

S65 Uniform Investment Adviser Law Examination

2020-07-08
S63 Uniform Securities Agent State Law Examination

2020-05-08

Other Names

James T Beyer

View on SEC IAPD