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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
860 Airport Freeway Ste. 400, Hurst, TX 76054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adovcate Financial Partners | Arlington | TX | 07/2013 | 11/2021 |
| Gradient Advisors Llc | Arlington | TX | 07/2020 | 11/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2021 | 09/2023 |
| Northwestern Mutual Investment Services Llc | Dallas | TX | 11/2021 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2022 | 09/2023 |
| American Senior Benefits | Hurst | TX | 10/2023 | Present |
| Gradient Securities | Arden Hills | MN | 01/2024 | Present |
| Bloom Financial Partners, Llc | Arden Hills | MN | 01/2024 | Present |
| Integrity Alliance, Llc | Hurst | TX | 07/2026 | Present |
1. AIR BNB PRORERTY; INV RELATED; 13 SUGAR LANE, EL PRADO, NM, 87529, INVESTMENT PROPERTY, OWNER; START 12/2019; 0 HOURS PER MONTH/0 HOURS DURING TRADING HOURS; OWNER OF RENTAL PROPERTY THAT WIFE MANAGES. 2. BLOOM FINANCIAL PARTNERS, LLC; INV RELATED; OWNER; RR/IAR; START 01/2024; DBA NAME USED FOR SECURITIES/ADVISORY BUSINESS. 3. American Senior Benefits; Investment Related- No; 12722 South Blackbob Road Olathe, KS 66062; Insurance FMO; Agent; Start Date 07/01/2013; 120 hours per month; 120 hours per month during trading hours; Insurance solutions for Medicare, Health insurance, Hospital Indemnity, Home Health Care, life insurance, final expense, LTC and Fixed annuities. 4. Integrated Trust Systems; Investment Related- No; 7373 E. Doubletree Ranch Road Second Floor, Suite 200 Scottsdale, AZ 85258; Digital Estate planning; Consultant; Start Date 01/19/2026; 10 hours per month; 10 hours per month during trading hours; Educate and assist in enrolling into the platform and help implement Revocable living Trusts for clients. 5. Sugar Vista ::C; Investment Related- No; 2029 Mayflower Dr Dallas, TX 75208; Airbnb short-term rental that my wife and I own. My wife manages the property; Owner; Start Date 04/12/2026; 0 hours per month; 0 hours per month during trading hours; No duties related to this business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-13 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-26 |
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