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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-13 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Des Moines | IA | 05/2019 | 12/2023 |
| Wellmark Ymca | Des Moines | IA | 12/2018 | 10/2020 |
| Iowa State University | Ames | IA | 03/2017 | 12/2018 |
| Biomat Usa | Des Moines | IA | 05/2018 | 10/2018 |
| Iowa State University | Ames | IA | 08/2014 | 12/2018 |
| Bank Of America, N.A. | Des Moines | IA | 07/2019 | 12/2023 |
| Bank Of Montreal, N.A. | Clive | IA | 12/2023 | 05/2024 |
| Integrity Alliance/Brokers International Financial Services | Urbandale | IA | 05/2024 | Present |
| Integrity Advisory Solutions | Urbandale | IA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-21 |
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