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Current Employers
Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-03
  • TX RA
    APPROVED
    Since 2025-11-03

Branch Locations

708 Ridge View Drive, Leander, TX 78641 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc. Austin TX 01/2015 03/2017
Massachusetts Mutual Life Insurance Company Austin TX 07/2016 04/2023
Mml Investors Services, Llc Austin TX 03/2017 04/2023
Lion Street Financial Austin TX 04/2023 Present
Lion Street Advisors Austin TX 04/2023 Present
Integrity Alliance, Llc. Leander TX 11/2025 Present
Integrity Alliance, Llc. Leander TX 11/2025 Present
  • 01/2015 → 03/2017
    Metlife Securities Inc.
    Austin, TX
  • 07/2016 → 04/2023
    Massachusetts Mutual Life Insurance Company
    Austin, TX
  • 03/2017 → 04/2023
    Austin, TX
  • 04/2023 → Present
    Lion Street Financial
    Austin, TX
  • 04/2023 → Present
    Lion Street Advisors
    Austin, TX
  • 11/2025 → Present
    Leander, TX
  • 11/2025 → Present
    Leander, TX
Previous Registrations
  • 2023-04-21 → 2025-11-03
    Lion Street Advisors, Llc
    Austin, TX
    Austin, TX
  • 2017-03-25 → 2023-04-26
    Austin, TX
  • 2015-01-02 → 2017-03-25
    Msi Financial Services, Inc.
    Austin, TX
  • 2002-07-03 → 2015-01-02
    New England Securities
    Austin, TX
    Austin, TX
Other Businesses

INDEPENDENT INSURANCE AGENT - FROM BUSINESS ADDRESS- LIFE/ACCIDENT/HEALTH -20 HOURS SECURITIES - SINCE 2/2009 IRONCLAD STRATEGIES POSITION: Employee NATURE: Independent Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 04/21/2023 ADDRESS: 2700 Via Fortuna, #100, Austin TX 78746, United States DESCRIPTION: Life Insurance planning, prospecting, and plan design for individuals and businesses

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-08-24
  • S63 Uniform Securities Agent State Law Examination
    1994-08-24

View on SEC IAPD

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