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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
Gilbert, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highland Capital | Phoenix | AZ | 08/2015 | 07/2020 |
| Investacorp Inc | Miami | FL | 01/2016 | 07/2020 |
| Rational Life | Gilbert | AZ | 08/2020 | Present |
| The Leaders Group Inc | Littleton | CO | 01/2022 | 12/2022 |
| Lion Street Financial | Austin | TX | 01/2023 | Present |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | Present |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | Present |
Financial Planning and insurance product sales. Independent Contractor. 10 hours per month. Insurance Sales POSITION: Agent NATURE: Insurance Sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2020 ADDRESS: 3665 E Sierra Madre Ave, Gilbert AZ 85296, United States DESCRIPTION: Insurance Product Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-23 |
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