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Current Employers
Integrity Advisory Solutions

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-25
AZ RA APPROVED 2025-04-22
  • TX RA
    APPROVED_RES
    Since 2025-08-25
  • AZ RA
    APPROVED
    Since 2025-04-22

Branch Locations

1090 S Gilbert Rd #213, Gilbert, AZ 85296 • United States

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Advisors Llc Arden Hills MN 07/2022 04/2025
American Senior Benefits Gilbert AZ 08/2021 09/2024
Bankers Life Mesa AZ 02/2017 07/2021
Homemaker Mesa AZ 02/2001 02/2017
American Senior Benefits Gilbert AZ 09/2024 Present
Integrity Advisory Solutions Gilbert AZ 04/2025 Present
  • 07/2022 → 04/2025
    Arden Hills, MN
  • 08/2021 → 09/2024
    American Senior Benefits
    Gilbert, AZ
  • 02/2017 → 07/2021
    Bankers Life
    Mesa, AZ
  • 02/2001 → 02/2017
    Homemaker
    Mesa, AZ
  • 09/2024 → Present
    American Senior Benefits
    Gilbert, AZ
  • 04/2025 → Present
    Gilbert, AZ
Previous Registrations
Other Businesses

1. Sure Fire Financial LLC; Investment Related; 1090 S. Gilbert Rd, Ste 213, Gilbert AZ 85296; DBA for investment business; Retirement and Financial planning; IAR; 06/15/2022; 40+ hours per month; 20 hours during securities trading hours; Meet with prospects/clients to analyze and prepare retirement recommendations. 2. Key Retirement Solutions; Investment Related; 1090 S. Gilbert Rd, Ste 213, Gilbert, AZ 85296; Insurance Sales; Sales; Insurance Broker; 08/01/2021; 20 hours per month; 10 hours during securities trading hours; Educate and help guide people through retirement planning. Make recommendations on products to fill the need. Provide ongoing guidance, education and support to clients 3. American Senior Benefits; Investment Related; 1090 S. Gilbert Rd, Ste 213, Gilbert, AZ 85296; Insurance Sales; Sales; Insurance Broker; 08/01/2021; 20 hours per month; 10 hours during securities trading hours; Facilitate seminars, meet one on one with prospects to educate and offer recommendations.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-29
  • S65 Uniform Investment Adviser Law Examination
    2022-04-29

View on SEC IAPD

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