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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-31 |
Branch Locations
500 N Westshore Blvd Suite 1015, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transparent Retirement Group | Tampa | FL | 07/2024 | Present |
| Asb Financial | Tampa | FL | 09/2022 | 07/2024 |
| Vantage Marketing | Tampa | FL | 05/2016 | 09/2022 |
| Full-Time Education | Tallahassee | FL | 01/2015 | 05/2018 |
| Integrity Alliance, Llc | Tampa | FL | 07/2025 | Present |
1. Transparent Financial Services, LLC DBA Transparent Retirement Group; Investment-related; 500 N Westshore Blvd Suite 1015, Tampa, FL, 33609; Insurance agent, 07/23/2025; 120 hours per month; 80 hours during security trading hours; insurance services and fixed annuity sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-27 |
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