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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
| NE | RA | APPROVED | 2026-05-22 |
| AZ | RA | APPROVED | 2023-12-07 |
Branch Locations
1101 Arrow Point Dr Suite 301, Cedar Park, TX 78613 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2021 | 11/2023 |
| Vanguard | Scottsdale | AZ | 05/2020 | 08/2020 |
| Arizona State University Housing | Tempe | AZ | 01/2019 | 05/2020 |
| Arizona State University | Tempe | AZ | 08/2017 | 05/2021 |
| Cedar Park High School | Cedar Park | TX | 05/2013 | 05/2017 |
| American Senior Benefits Of Texas | Cedar Park | TX | 05/2018 | 08/2018 |
| Integrity Alliance, Llc | Cedar Park | AZ | 11/2023 | Present |
1) American Senior Benefits/Heartland Retirement Group; Not Investment Related; 1101 Arrow Point Dr, Suite 301, Cedar Park, AZ 78313; Fixed Insurnace Sales; Agent; 08/13/2023; 40 hours per month; 40 hours during security hours; Sales of fixed insurance. 2) Heartland Retirement Group Wealth Management; Investment Related; 1101 Arrow Point Dr, Suite 301, Cedar Park, AZ 78313; DBA for Advisory; Investment Advisor; 08/13/2023; 40 hours per month; 40 hours during security hours; Wealth Management and Financial planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-13 |
| S66 | Uniform Combined State Law Examination | 2023-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-08 |
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