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Current Employers
Integrity Alliance, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2018-10-15
  • IA RA
    APPROVED
    Since 2018-10-15

Branch Locations

4800 Mills Civic Parkway Ste 111, West Des Moines, IA 50265 • United States

4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Packerland Brokerage Services Inc Green Bay WI 11/2011 10/2018
Bell & Sons Inc Waukee IA 09/2005 Present
Brokers International Financial Services West Des Moines IA 10/2018 Present
  • 11/2011 → 10/2018
    Green Bay, WI
  • 09/2005 → Present
    Bell & Sons Inc
    Waukee, IA
  • 10/2018 → Present
    Brokers International Financial Services
    West Des Moines, IA
Previous Registrations
Other Businesses

1)BELL FINANCIAL, DBA: BELL & SONS INC. 4800 MILLS CIVIC PKWY SUITE 111, WEST DES MOINES, IA 50265,INSURANCE SALES/OWNER, 20 HRS A WEEK TIME DEVOTED. START DATE 09/2005. INVESTMENT RELATED. APPT WITH VARIOUS COMPANIES. PRODUCTS: FIXED & INDEXED ANNUITIES, LIFE, LTC & DI. ALSO DBA FOR SECURITIES/ADVISORY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-30
S63 Uniform Securities Agent State Law Examination 1991-12-02
  • S65 Uniform Investment Adviser Law Examination
    2006-11-30
  • S63 Uniform Securities Agent State Law Examination
    1991-12-02

View on SEC IAPD

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