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Current Employers
Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-19
  • FL RA
    APPROVED
    Since 2024-09-19

Branch Locations

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Coconut Creek, FL • 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
Integrity Alliance, Llc Coconut Creek FL 09/2024 Present
Legend Fmo Cococut Creek FL 03/2022 Present
Bbr Sales Coconut Creek FL 10/2019 Present
Island Drifters Coconut Creek FL 11/2018 Present
Holman Automotive Group Pembroke Pines FL 01/2008 08/2019
  • 09/2024 → Present
    Coconut Creek, FL
  • 03/2022 → Present
    Legend Fmo
    Cococut Creek, FL
  • 10/2019 → Present
    Bbr Sales
    Coconut Creek, FL
  • 11/2018 → Present
    Island Drifters
    Coconut Creek, FL
  • 01/2008 → 08/2019
    Holman Automotive Group
    Pembroke Pines, FL
Other Businesses

1. Affluent Wealth Management; Investment Related; 5445 NW 49th Ct, Coconut Creek, FL 33073; DBA for advisory; President; 03/10/2024; 160 hours per month; 160 hours during security hours; Financial planning, financial advisor. 2. BBR Sales Inc; not investment related; 5445 NW 49th Ct, Coconut Creek, FL 33073; Commercial Roof Sales; President; 08/26/2019; 100 hours per month; 100 hours during security hours; commercial roofing business. I call on leads and provide estimates for re-roofs of commercial buildings. 3. Copper Creek Holdings, LLC; not investment related; 5445 NW 49th Ct, Coconut Creek, FL 33073; Rental properties; President; 04/26/2024; 1 hour per month; 0 hours during security hours; Make sure properties are being properly managed and rented. 4. Island Drifters, LLC; not investment related; 5445 NW 49th Ct, Coconut Creek, FL 33073; boat rental company; President; 11/22/2018; 8 hours per month; 0 hours during security hours; Make sure the boat renters get on and off the boat. Make sure they safely travel throughout the intracoastal. I captain when needed. Only on the weekends. 5. Legend FMO; not investment related; 5445 NW 49th Ct, Coconut Creek, FL 33073; Life insurance and annuities; Insurance Agent; 03/16/2022; 160 hours per month; 160 hours during security hours; 10. Duties Description: Financial advisor providing clients with life insurance policies, long term care policies and annuities when found to be applicable.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-25
  • S65 Uniform Investment Adviser Law Examination
    2024-07-25
Other Names
  • Brent Markham

View on SEC IAPD

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