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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-16 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
5380 N Fresno Street #103, Fresno, CA 93710 • United States
4 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Fresno | CA | 09/2000 | 11/2018 |
| Oneamerica Securities, Inc | Fresno | CA | 11/2004 | 11/2018 |
| Integrity Alliance, Llc | Fresno | CA | 11/2018 | Present |
1) Fixed Insurance; not investment related; 5380 N Fresno St, Suite103, Fresno, CA 93710; Fixed insurance; Agent; 06/27/1994; 160 hours per month; 160 hours during security hours; Sales and service of fixed insurance products. 2) Guardian Capital Advisors; Investment related; 5380 N Fresno St, Suite103, Fresno, CA 93710; DBA; Financial services, insurance, annuity sales; 01/01/2025; 40+ hours per month; 40+ hours during securities trading hours; DBA - client acquisition, service, and sales 3) CenCal Equities; not investment related; 5730 N. 1st St, Suite 105-130, Fresno, CA 93710; Real Estate Rentals; Owner/President; 06/24/2020; 10 hours per month; 0 hours during security hours; Buy, sell, and manage rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-29 |
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