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Suzanne Stewart

Integrity Advisory Solutions

Urbandale, IA

Dallas, TX

Integrity Alliance, LLC.

Urbandale, IA

Urbandale, IA

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Current Employers
Integrity Advisory Solutions

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-08-12
  • IA RA
    APPROVED
    Since 2025-08-12

Branch Locations

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

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Integrity Alliance, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-07-08
  • IA RA
    APPROVED
    Since 2024-07-08

Branch Locations

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

4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA

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
Principal Financial Group Des Moines IA 04/2012 04/2018
Heartland Millwrights Des Moines IA 04/2018 04/2020
Legacy Bridge Private Family Offices West Des Moines IA 04/2020 04/2024
Integrity Alliance/Brokers International Financial Services Urbandale IA 04/2024 Present
Integrity Advisory Solutions Urbandale IA 08/2025 Present
  • 04/2012 → 04/2018
    Principal Financial Group
    Des Moines, IA
  • 04/2018 → 04/2020
    Heartland Millwrights
    Des Moines, IA
  • 04/2020 → 04/2024
    Legacy Bridge Private Family Offices
    West Des Moines, IA
  • 04/2024 → Present
    Integrity Alliance/Brokers International Financial Services
    Urbandale, IA
  • 08/2025 → Present
    Integrity Advisory Solutions
    Urbandale, IA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-03
S65 Uniform Investment Adviser Law Examination 2024-07-06
  • S63 Uniform Securities Agent State Law Examination
    2026-01-03
  • S65 Uniform Investment Adviser Law Examination
    2024-07-06
Other Names
  • Suzanne Marie Stewart

View on SEC IAPD

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Other Offices

EDWARD JONES · URBANDALE, IA
DES MOINES INVESTMENTS, LLC · Urbandale, IA
PFS INVESTMENTS INC. · URBANDALE, IA
PFS INVESTMENTS INC. · URBANDALE, IA
DSM FINANCIAL L.L.C. · URBANDALE, IA
3G CAPITAL LLC · URBANDALE, IA
LPL FINANCIAL LLC · URBANDALE, IA
FINANCIAL & TAX ARCHITECTS, LLC · Urbandale, IA

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