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Integrity Alliance, LLC. CRD 139627
$5.41B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-02 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
1394 Harrisburg Pike, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Services, Llc | Greensburg | PA | 11/2006 | Present |
| United States Marine Corps | Lititz | PA | 08/2008 | Present |
| Kratzer Advisory Group, Llc | Lititz | PA | 09/2017 | Present |
1)United States Marine Corp, Reserve Artillery Officer, in service one weekend a month and two weeks of annual training. Start Date 10/2008, hours per month 16, during trading hours 0. 2)Kratzer Advisory Group LLC, 11 Julie Terrace, Lititz, PA 17543, Broker; Fixed insurance, Life and health, P&C, write appropriate insurance products to solve clients needs, start 11/2006, hours per month 160, during trading hours 160
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-26 |
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