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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-03 |
Branch Locations
500 108Th Ave Ne Ste 1700, Bellevue, WA 98004 • United States
Fall City, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2006 | 07/2018 |
| Penn Mutual | Horsham | PA | 07/2006 | Present |
| Integrity Alliance, Llc. | Bellevue | WA | 11/2025 | Present |
| Integrity Alliance, Llc. | Bellevue | WA | 11/2025 | Present |
| Lion Street Financial | Bellevue | WA | 07/2018 | 11/2025 |
| Lion Street Advisors | Bellevue | WA | 07/2018 | 11/2025 |
1) ALTERRA ADVISORS POSITION: Owner NATURE: Life, Disability, Health Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/18/2018 ADDRESS: 500 108th Ave NE, Ste 1700, Bellevue WA 98004, United States DESCRIPTION: Insurance sales 2) NOT ABANDONED POSITION: Board Member NATURE: Charity INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: PO Box 3263, Kirkland WA 98083, United States DESCRIPTION: Board Chairman 3) RIDGE VALLEY, LLC POSITION: Owner NATURE: Leasing our pasture and barn to a tenant for horse boarding. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 3819 295th Ave SE, Fall City WA 98024, United States DESCRIPTION: Maintain the barn and pasture on the property. Collect rent from tenant and manage occasional requests from them. 4) CEDAR WAY, LLC POSITION: Owner NATURE: Rental Property - 7813 132nd Ave NE Kirkland, WA 98033 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2019 ADDRESS: 3819 295th Ave SE, Fall City WA 98024, United States DESCRIPTION: We rent out this property owned by our Cedar Way LLC. It is property managed. 5) PRICKLY PEAR VACATION RENTALS, LLC POSITION: Owner NATURE: Short term rental property located at3095 N Chuperosa Rd, Palm Springs, CA 92262 Property managed by Natural Retreats.? INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2022 ADDRESS: 3819 295th Ave SE, Fall City WA 98024, United States DESCRIPTION: Work with property manager to ensure rental is operating. Pay bills, bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-07 |
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