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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Tyler | TX | 12/2018 | 12/2020 |
| Jpmorgan Chase Bank N.A. | Tyler | TX | 05/2016 | 12/2020 |
| Oliveto Italian Bistro | Tyler | TX | 02/2016 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tyler | TX | 12/2020 | 06/2022 |
| Lion Street Financial | Tyler | TX | 07/2022 | Present |
| Lion Street Advisors | Tyler | TX | 07/2022 | Present |
| Integrity Alliance, Llc. | Tyler | TX | 11/2025 | Present |
| Integrity Alliance, Llc. | Tyler | TX | 11/2025 | Present |
1)ZACH PLATH POSITION: Owner NATURE: My husband has purchased a tractor. He will be renting his tractor to the company he is employed with, Connect Rentals. Connect Rentals will compensate Zach Plath for the rental of his tractor. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2024 ADDRESS: 5215 FM 344 E, Tyler TX 75703, United States DESCRIPTION: I own the tractor because of Texas Law common property. The tractor is purchased under my husbands name. I am in no way involved in the rental transaction, however the income will be reported on my tax return.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-16 |
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