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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-29 |
Branch Locations
905 E. Martin Luther King Jr. Dr Suite 480, Tarpon Springs, FL 34689 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Tampa | FL | 09/2003 | 07/2021 |
| Bankers Life Securities | Tampa | FL | 06/2018 | 07/2021 |
| Integrity Alliance, Llc | Tarpon Springs | FL | 11/2021 | Present |
| Asb Financial | Tampa | FL | 07/2021 | Present |
1) Fuquay Insurance, Inc.; Not investment related; 10424 Greendale Ave, Tampa, FL, 33626; S Corp for 1099 tax purposes; President; 12/16/2005; 0 hours per month, 0 during trading; S Corp for 1099 tax purposes. 2) TruPath Retirement; Not Investment Related; 905 E Martin Luther King Jr Dr, Suite 480, Tarpon Springs, FL 34689; Fixed Insurance Sales; Sales Representative; 10/25/2025; 60 hours per month; 60 hours during security hours; Sales and service of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-07 |
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