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Current Employers
Integrity Alliance, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-31
  • FL RA
    APPROVED
    Since 2025-07-31

Branch Locations

500 N Westshore Blvd Suite 1015, Tampa, FL 33609 • United States

4135 Nw Urbandale Dr, Urbandale, IA 50322 • 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
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
  • 07/2024 → Present
    Transparent Retirement Group
    Tampa, FL
  • 09/2022 → 07/2024
    Asb Financial
    Tampa, FL
  • 05/2016 → 09/2022
    Vantage Marketing
    Tampa, FL
  • 01/2015 → 05/2018
    Full-Time Education
    Tallahassee, FL
  • 07/2025 → Present
    Tampa, FL
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-27
  • S65 Uniform Investment Adviser Law Examination
    2025-06-27

View on SEC IAPD

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