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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
7710 Cherry Park Drive Ste. T 340, Houston, TX 77095 • United States
300 Colorado Suite 2600, Austin, TX 78701 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Houston | TX | 07/2011 | Present |
| Massmutual Financial Group | Houston | TX | 07/2011 | Present |
| Vere Asset Management, Inc. | Houston | TX | 02/2014 | Present |
| Vere Global Insurance | Houston | TX | 04/2022 | Present |
| Lion Street Advisors | Austin | TX | 11/2024 | Present |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | Present |
1.Author, Not Inv Related, 17610 Sunbriar ln Houston, TX, 77095, I am a part time writer and have written books that are geared towards self help and motivational learning, Owner/Author, 2/17, 5hrs/month, Author/writer 2.SchiroCo, LLC, Inv Related, 17610 Sunbriar ln Houston, TX, 77095, Investment advisor representative, I use the name as my corporate DBA, Owner/Advisor, The company is a dba for my investment advisory practice, 7/25, 10hrs/month, Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 1996-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-18 |
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