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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-31 |
Branch Locations
1398 Sw 160Th Av Ste 503, Weston, FL 33326 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Plantation | FL | 05/2016 | 10/2017 |
| Integrity Alliance, Llc | Weston | FL | 12/2017 | Present |
1) Rotary International; Not Investment Related; One Rotary Center, 1560 Sherman Ave, Evanston, IL 60201-3698; Charity/Philanthropic; District Leadership; 12/31/2023; 5 hours a month; 0 hours during security hours; Meet with individual clubs, understand club needs, and connect those needs to a resource at the Rotary district level. 2) Premier Investment Advisors Group; Investment Related; 16415 Sapphire PL, Weston, FL 33331; DBA for Securities/RIA; President - Registered Principal; 12/01/2018; 200 hours per month, 120 hours during security hours; Wealth Management services and OSJ. 3) Voluntary Benefits - Colonial Life; Not investment Related; 16415 Sapphire PL, Weston, FL 33331; District General Agent; Recruit agents; 12/01/2017; 40 hours per month; 40 hours during security hours; offer voluntary benefits. 4) YMCA Board of Directors; Not Investment Related; 16415 Sapphire PL, Weston, FL 33331; Board Member; 01/01/2013; 3 hour per month; 0 hours during security hours; South Florida Association
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-01 |
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