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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-03 |
Branch Locations
210 Interstate Parkway Suite 400, Atlanta, GA 30339 • United States
300 Colorado Suite 2600, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 05/2012 | 11/2016 |
| The Leaders Group Inc | Littleton | CO | 01/2017 | 03/2017 |
| Bka Financial | Elmira | NY | 01/2017 | 03/2017 |
| Raymond James & Associates | Dallas | TX | 04/2017 | 05/2018 |
| Lincoln Financial Distributors | Radnor | PA | 05/2018 | 07/2020 |
| The Ayco Company, L.P./Mercer Allied | Atlanta | GA | 07/2020 | 04/2023 |
| Lion Street Financial | Atlanta | GA | 05/2023 | Present |
| Paradigm Gilbert | Atlanta | GA | 04/2023 | Present |
| Integrity Alliance, Llc. | Atlanta | GA | 11/2025 | Present |
| Integrity Alliance, Llc. | Atlanta | GA | 11/2025 | Present |
1)REAL ESTATE - 2332 BUNNY RUN LN POSITION: Owner NATURE: Real Estate Investment property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 2332 Bunny Run Lane, Frisco TX 75034, United States DESCRIPTION: Manager 2)FUNCTIONAL PATTERNS POSITION: Employee NATURE: Functional Performance Training INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2018 ADDRESS: 1566 Asheforde Drive, Marietta GA 33068, United States DESCRIPTION: Trainer 3)PARADIGM-GILBERT / HIGGINBOTHAM FINANCIAL POSITION: Employee NATURE: Traditional non-securities life insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 04/01/2023 ADDRESS: 210 Interstate North Parkway, Suite 400, Atlanta GA 30339, United States DESCRIPTION: Assists clients with their life insurance needs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-15 |
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