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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-19 |
| CO | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balefire | Parker | IA | 04/2026 | Present |
| Principal Life Insurance Company | Tucson | AZ | 09/2015 | 03/2026 |
| Principal Securities, Inc. | Tucson | AZ | 09/2015 | 03/2026 |
| Vetrano Financial Services | Tucson | AZ | 03/2025 | 03/2026 |
| Integrity Alliance | Urbandale | IA | 05/2026 | Present |
**Outside insurance, sales and service of fixed life insurance, fixed annuities, long term care insurance and disability insurance through various carriers. 2-3 hours/month, 1 hour during normal business hours per month. **Employee Benefit Insurance Sales I may recommend, design, and/or sell group insurance products to business clients, including but not limited to: Group health insurance, Dental and vision plans, Life and disability insurance, Voluntary and supplemental benefit programs ** Registered Representative of unaffiliate FINRA Member Integrity Wealth. All OBAs performed from10083 Boca Circle Parker CO 80134 or 26771 N. 104th Way, Scottsdale, AZ 85262 (both private residence) 1. Balefire; Investment Related- Yes; 10083 Boca Circle Parker, CO 80134; Balefire Wealth guides businesses, executives, employees, and families in building enduring wealth. My OBA, as a licensed L&H agent, may engage in the sale of insurance products outside the scope of my corporate solutions advisor role with the Firm, including: Employee Benefit Insurance Sales- May recommend, design, and/or sell group insurance products to business clients, including but not limited to: Group health insurance, Dental and vision plans, Life and disability insurance, Voluntary and supplemental benefit programs; Employee; Start date: 04/27/2026; 10 hours per month; 5 hours per month during trading hours; Senior Corporate Solutions Advisor who expands the retirement plan presence of Balefire in the AZ and CO regions. Develop and cultivate Centers of Influence (COI) and business owner relationships to seed and advance qualified plan prospects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-07 |
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