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Integrity Alliance, LLC. CRD 139627
$5.41B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-10 |
Branch Locations
9332 E Raintree Dr. Suite 110, Scottsdale, AZ 85260 • United States
9332 E Raintree Dr Suite 110, Scottsdale, AZ 85260 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Risk Resource | Scottsdale | AZ | 05/2015 | Present |
| Integrity Alliance Llc | Scottsdale | AZ | 11/2025 | Present |
1. Risk Resource; investment-related; 9332 E Raintree Dr., Suite 110, Scottsdale, AZ, 85260; Life insurance planning firm; President/owner; 05/05/2015; 160 hours per month; 160 hours during securities trading hours; Business owner, insurance sales 2. Jewish National Fund; not investment-related; 5010 E. Shea Blvd, Suite 230; Scottsdale, AZ, 85254; Regional and national board member of this fundraising /non-profit organization; Board member; 10/01/2018; 10 hours per month; 0 hours during securities trading hours; Board member to help lead generational growth of the organization
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-05 |
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