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Current Employers
Integrity Alliance, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-04-29
  • IA RA
    APPROVED
    Since 2025-04-29

Branch Locations

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

9245 Northpark Dr, Johnston, IA 50131 • United States

9245 Northpark Dr, Johnston, IA 50131 • 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
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
  • 03/2018 → Present
    The Heartland Retirement Group
    Johnston, IA
  • 08/2016 → 03/2018
    Wells Fargo Home Mortgage
    Des Moines, IA
  • 04/2025 → Present
    Johnston, IA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-24
  • S65 Uniform Investment Adviser Law Examination
    2025-02-24

View on SEC IAPD

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