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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-04 |
| VA | RA | APPROVED | 2026-01-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evans Insurance | Mechanicsville | VA | 10/2008 | Present |
| Integrity Alliance, Llc | Mechanicsville | VA | 01/2026 | Present |
1) Evans Advisory Group; Investment Related-Yes; 4608 Battleline Dr. Mechanicsville, VA 23111; This entity will be used as the securities leg of my practice, allowing the non -investment I/E insurance and the securities side to remain separate; Owner; Start Date 12/12/2025; 40 hours per month; 160 hours per month during trading hours; IAR. 2) FIxed Insurance Agent; Investment Related-Yes; 4608 Battleline Dr. Mechanicsville, VA 23111; Fixed Indexed Annuity Sales; Agent; Start date 10/01/2008; 40 hours per month; 40 hours per month during trading hours; Determining client needs through thorough fact finding and suitability requirements to place assets into fixed accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-13 |
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