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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Waco | TX | 01/2009 | 09/2016 |
| Lion Street Financial | Waco | TX | 09/2016 | 11/2025 |
| Lion Street Advisors | Waco | TX | 09/2016 | 11/2025 |
| Calibrate Wealth Partners | Waco | TX | 08/2024 | Present |
| Integrity Alliance, Llc. | Waco | TX | 11/2025 | Present |
1.STIBA WEALTH MGMT GROUP; INV RELATED; 400 AUSTIN AVE. SUITE 200 WACO,TX; FIXED LIFE INS/DISABILITY/LTC; REG REP; 03/15/2009; 5HR/MON; 5HR/MON; PROSPECTING CLIENTS/ADVISING CLIENTS ON THE BEST SOLUTIONS FOR THEIR PROTECTION AND THEIR FAMILIES. 2.EAS WEALTH MANAGMENT GROUP POSITION: Administrator NATURE: w2 payments and etc. Tax INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2019 ADDRESS: 400 Austin Ave, Austin Ste 200, Waco TX 76701, United States DESCRIPTION: tax 3.CALIBRATE WEALTH PARTNERS POSITION: Owner NATURE: recruiting life insurance and investment advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/28/2024 ADDRESS: 400 Austin Ave, Austin Ste 200, Waco TX 76701, United States DESCRIPTION: business owner 4.Lion Street, Inc. POSITION: Owner,NATURE: Network of life insurance professionals, INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 Address: 300 Colorado St Ste 2600 Austin TX 78701
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-29 |
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