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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED_RES | 2025-10-20 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Securities America, Inc. | La Vista | NE | 01/2018 | 03/2020 |
| Marriott International | Omaha | NE | 10/2015 | 05/2018 |
| Securities America Advisors | La Vista | NE | 12/2019 | 03/2020 |
| Cetera Adviser Networks Llc | El Segundo | CA | 04/2020 | 01/2023 |
| Cetera Advisors Llc | Denver | CO | 04/2020 | 01/2023 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2020 | 01/2023 |
| First Allied Securities, Inc. (Fasi) | San Diego | CA | 04/2020 | 09/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2023 | 10/2024 |
| Ae Financial Services, Llc | Topeka | KS | 01/2023 | 10/2024 |
| Lion Street Financial | Austin | TX | 08/2025 | 11/2025 |
| Lion Street Advisors | Austin | TX | 08/2025 | 11/2025 |
| Unemployed | Lenexa | KS | 10/2024 | 08/2025 |
| Integrity Alliance, Llc | Urbandale | IA | 10/2025 | Present |
BASS PRO SHOPS POSITION: Employee NATURE: I work here about 10 hours a week, helping customers apply for the bass pro club Mastercard, and explaining the benefits of having one. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 12051 Bass Pro Drive, Olathe KS 66061, United States DESCRIPTION: I work here about 10 hours a week, helping customers apply for the bass pro club Mastercard, and explaining the benefits of having one.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-18 |
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