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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-29 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Heartland Retirement Group | Johnston | IA | 03/2018 | Present |
| Wells Fargo Home Mortgage | Des Moines | IA | 08/2016 | 03/2018 |
| Integrity Alliance, Llc | Johnston | IA | 04/2025 | Present |
1.THE HEARTLAND RETIREMENT GROUP POSITION: Insurance producer NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 11/01/2018 ADDRESS: 9245 Northpark Dr, Urbandale IA 50131, United States DESCRIPTION: insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
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