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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2015 | 10/2023 |
| D.A. Davidson & Co. | Larchwood | IA | 10/2023 | 06/2024 |
| Lion Street Financial | Austin | TX | 09/2025 | Present |
| Lion Street Advisors | Austin | TX | 08/2025 | Present |
| Unemployed | Larchwood | IA | 06/2024 | 08/2025 |
| Integrity Alliance, Llc | Austin | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-16 |
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