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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-12 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-12 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Des Moines | IA | 08/2014 | 08/2025 |
| Princor Financial Services | Des Moines | IA | 08/2014 | 08/2025 |
| Integrity Alliance, Llc | Urbandale | IA | 08/2025 | Present |
| Integrity Advisory Solutions | Urbandale | IA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-20 |
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