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Current Employers
Integrity Alliance, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-03
  • TX RA
    APPROVED
    Since 2025-11-03

Branch Locations

300 Colorado St Ste 2600, Austin, TX 78701 • United States

1828 Ese Loop Ste 200, Tyler, TX 75701 • United States

Disclosures

2 disclosure categories 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Feliciano Ins. Tyler TX 09/1982 Present
Woodbury Financial Services, Inc. Tyler TX 11/1992 04/2017
Lion Street Financial Tyler TX 04/2017 Present
Lion Street Advisors Tyler TX 04/2017 Present
Integrity Alliance, Llc. Tyler TX 11/2025 Present
Integrity Alliance, Llc. Tyler TX 11/2025 Present
  • 09/1982 → Present
    Feliciano Ins.
    Tyler, TX
  • 11/1992 → 04/2017
    Woodbury Financial Services, Inc.
    Tyler, TX
  • 04/2017 → Present
    Lion Street Financial
    Tyler, TX
  • 04/2017 → Present
    Lion Street Advisors
    Tyler, TX
  • 11/2025 → Present
    Tyler, TX
  • 11/2025 → Present
    Tyler, TX
Previous Registrations
  • 2017-04-28 → 2025-11-03
    Lion Street Advisors, Llc
    Tyler, TX
  • 1993-01-25 → 2017-04-28
    Woodbury Financial Services, Inc.
    Tyler, TX
    Tyler, TX
Other Businesses

1.JOSE FELICIANO FOUNDATION POSITION: Owner NATURE: Non-Profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/03/2010 ADDRESS: 1828 E.S.E Loop 323 suite 200, Tyler TX 75701, United States DESCRIPTION: Director and Primary representative and promoter of charity events and fundraising 2.JOSE FELICIANO POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1993 ADDRESS: 6503 Gleneagles, Tyler TX 75703, United States DESCRIPTION: Rental Property and real estate property 3.JOSESPEAKS.COM POSITION: Owner NATURE: Keynote Speaker INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: 6503 Gleneagles, Tyler TX 75703, United States DESCRIPTION: Keynote Speaker 4.INSPIRE LEARNING POSITION: Owner NATURE: Speaking and working with partner on education leadership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 6503 Gleneagles, Tyler TX 75703, United States DESCRIPTION: Speaker 5.JOSEFELICIANOBOOKS.COM POSITION: Owner NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: 6503 Gleneagles, Tyler TX 75703, United States DESCRIPTION: Author 6.GERIATRIC CARE SOLUTIONS POSITION: Owner NATURE: Medicaid application processing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2011 ADDRESS: 1828 E.S.E Loop 323 suite 200, Tyler TX 75701, United States DESCRIPTION: Owner 7.JOSE FELICIANO GROUP/FELICIANO INSURANCE POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 08/01/1982 ADDRESS: 1828 E.S.E loop 323 suite 200, Tyler TX 75701, United States DESCRIPTION: Owner 8.WORLD CLASS ADVISORS, POS: Owner NATURE: Sole Proprietorship INVST RLTD: Yes NUMBER OF HRS: 10 SEC TRADING HRS: 5 START DATE: 06/01/2011, ADDRESS: 1828 E. SE Loop 323, Suite 200, tyler TX 75701, DES: Life, Long Term Care and health brokerageIns rltd, representing brokerage companies training reps and agents in the businesses (consultation) 9.LION STREET, INC; YES; 515 CONGRESS AVE STE 2500 AUSTIN TX 78701; INS PRODUCER GROUP; OWNER; 2-4; 04/2017 10.WORLD CLASS ADVISORS POS: Owner NATURE: Sole Propiertorsip INVST RLTD: No NUMBER OF HRS: 1 SEC TRADING HRS: 1 START DATE: 06/01/2011 ADDRESS: 1828 E.S.E loop 323 suite 200, Tyler TX 75701, United States DES: Owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-22
S63 Uniform Securities Agent State Law Examination 1992-12-18
  • S65 Uniform Investment Adviser Law Examination
    1999-12-22
  • S63 Uniform Securities Agent State Law Examination
    1992-12-18
Other Names
  • Jose A Feliciano

View on SEC IAPD

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