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Current Employers
Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-02-17
  • NH RA
    APPROVED
    Since 2026-02-17

Branch Locations

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Fremont, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2012 → 11/2018
    Jhfn Sii
    Andover, MA
  • 11/2018 → 07/2021
    Royal Alliance Associates, Inc.
    Barrington, NH
  • 07/2021 → 09/2022
    Iams Wealth Management
    Elkhorn, NE
  • 01/2021 → Present
    Birch Tree Benefits
    Fremont, NH
  • 09/2022 → Present
    Fort Washingotn, PA
  • 09/2022 → Present
    Fort Washington, PA
  • 02/2026 → Present
    Fremont, NH
Previous Registrations
  • 2022-10-05 → 2026-02-10
    Fremont, NH
    Dover, NH
    Fort Washington, PA
  • 2022-10-05 → 2026-02-10
    Dover, NH
  • 2021-08-05 → 2022-10-06
    Omaha, NE
    Fremont, NH
  • 2018-11-02 → 2019-09-17
    Barrington, NH
    Andover, MA
  • 2018-03-28 → 2018-11-02
    Signator Investors, Inc.
    Barrington, NH
    Andover, MA
  • 2012-12-03 → 2016-12-31
    Signator Investors, Inc.
    Andover, MA
    Concord, NH
    Barrington, NH
  • 2011-09-28 → 2012-09-12
    Msi Financial Services, Inc.
    Exeter, NH
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-06
S63 Uniform Securities Agent State Law Examination 2010-11-11
  • S65 Uniform Investment Adviser Law Examination
    2011-09-06
  • S63 Uniform Securities Agent State Law Examination
    2010-11-11

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