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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-05-01 |
Branch Locations
3209 Ingersoll Ave Ste 210, Des Moines, IA 50322 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
3209 Ingersoll Ave Ste 210, Des Moines, IA 50322 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Des Moines | IA | 09/2014 | 05/2018 |
| Integrity Alliance, Llc | Des Moines | IA | 04/2018 | Present |
1) Commercial Real Estate; Not Investment Related; 910 Washington, Pella, IA 50219; Commercial rental property; co-owner; 03/01/2025; 2 hours per month; 0 hours during security hours; Make sure building is fully rented and rent is paid on time. 2) Independent insurance agent; Not Investment Related; 3209 Ingersoll Ave, Suite 210, Des Moines, IA 50312; fixed insurance; independent insurance agent; 02/28/1996; 30 hours per month;15hourd during security hours; sales and service of fixed insurance products. 3) Klyn Financial; Investment Related; 3209 Ingersoll Ave, Suite 210, Des Moines, IA 50312; DBA for securities; President; 01/01/2018; 240 hours per month; 130 hours during security hours; DBA used for sale and service of securities products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-05 |
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