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Integrity Alliance, LLC. CRD 139627
$5.41B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-14 |
| AL | RA | APPROVED | 2025-01-27 |
| FL | RA | APPROVED | 2020-08-07 |
Branch Locations
Boynton Beach, FL • United States
1398 Sw 160Th Av Ste 503, Weston, FL 33326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities Inc | West Palm Beach | FL | 09/2016 | 08/2020 |
| Bankers Life & Casualty | West Palm Beach | FL | 09/2016 | 08/2020 |
| Unemployed | Boynton Beach | FL | 10/2014 | 09/2016 |
| Bankers Life Advisory Services | West Palm Beach | FL | 08/2017 | 08/2020 |
| Integrity Alliance, Llc | Boynton Beach | FL | 08/2020 | Present |
1) Hoosier Advisor & Associates, securities related, 659 Castilla Lane, Boyton Beach FL., DBA for securities and advisory business, Owner, 08/2020, 120 hours a month devoted to this activity, 100 hours during trading, investment sales and service. 2) Insurance agent, not securities related, 659 Castilla Lane, Boyton Beach, FL., Insurance, Agent, 09/2016, 80 hours a month devoted to this activity, 60 during trading hours, sales and service of insurance products including Medicare Supplements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-19 |
| S66 | Uniform Combined State Law Examination | 2005-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-24 |
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