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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-17 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Fremont, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Andover | MA | 09/2012 | 11/2018 |
| Royal Alliance Associates, Inc. | Barrington | NH | 11/2018 | 07/2021 |
| Iams Wealth Management | Elkhorn | NE | 07/2021 | 09/2022 |
| Birch Tree Benefits | Fremont | NH | 01/2021 | Present |
| Lincoln Investment | Fort Washingotn | PA | 09/2022 | Present |
| Capital Analysts | Fort Washington | PA | 09/2022 | Present |
| Integrity Alliance, Llc | Fremont | NH | 02/2026 | Present |
BIRCH TREE BENEFITS POSITION: Owner NATURE: Insurance/Group Benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 3 START DATE: 09/12/2012 ADDRESS: 62 Victoria Farms Road, Fremont NH 03044, United States DESCRIPTION: Group benefits and individual insurance sales/service. GRANITE PROPERTY GROUP POSITION: Owner NATURE: Real Estate Rental Holdings INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 62 Victoria Farms Road, Fremont NH 03044, United States DESCRIPTION: 15 rental units owned by the entity professionally managed. NOAH BEHREND POSITION: Licensed Realtor NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2018 ADDRESS: 62 Victoria Farms Rd, Fremont NH 03044, United States DESCRIPTION: I hold an active license but currently don't practice real estate. I only use my license when I buy or sell property for Granite Property Group. BIRCH TREE BUSINESS SOLUTIONS LLC POSITION: Owner NATURE: Payroll Processing & Merchant Services INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2021 ADDRESS: 62 Victoria Farms Road, Fremont NH 03044, United States DESCRIPTION: Manage a team who sells and services new and existing accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-11 |
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