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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-16 |
| IA | RA | APPROVED | 2023-09-12 |
Branch Locations
301 Oxford Valley Road 1106B, Yardley, PA 19067 • United States
4135 Nw Urbandale Dr., Urbandale, IA 50322 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-24 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance | Des Moines | IA | 01/2016 | 08/2023 |
| Princor Financial Services | Des Moines | IA | 01/2016 | 08/2023 |
| Integrity Alliance/Brokers International Financial Services | Urbandale | IA | 09/2023 | Present |
| Integrity Advisory Solutions | Urbandale | IA | 01/2024 | Present |
| Lion Street Financial | Urbandale | IA | 08/2025 | Present |
1) Coaching Baseball; Not investment related; 2220 NW State St, Ankeny, IA 50023; Volunteer Baseball Coach; Volunteer Baseball Coach; 02/25/2024; 20 hours per month; 0 hours during sercurity hours; Assist with the freshman baseball team.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-01 |
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