Best Investors Account Sign in
Current Employers
Integrity Alliance, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-11-03
  • WA RA
    APPROVED
    Since 2025-11-03

Branch Locations

500 108Th Ave Ne Ste 1700, Bellevue, WA 98004 • United States

Bainbridge Island, WA • 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
Wells Fargo Advisors, Llc Seattle WA 08/2013 11/2016
Wells Fargo Clearing Services, Llc Seattle WA 11/2016 01/2019
The Gregory-Simmons Group, Wells Fargo Clearing Services Llc Seattle WA 01/2019 11/2019
Unemployed Bellevue WA 11/2019 09/2020
Lion Street Financial, Llc Bellevue WA 09/2020 Present
Lion Street Advisors, Llc Bellevue WA 09/2020 Present
Integrity Alliance, Llc. Bellevue WA 11/2025 Present
Integrity Alliance, Llc. Bellevue WA 11/2025 Present
  • 08/2013 → 11/2016
    Wells Fargo Advisors, Llc
    Seattle, WA
  • 11/2016 → 01/2019
    Seattle, WA
  • 01/2019 → 11/2019
    The Gregory-Simmons Group, Wells Fargo Clearing Services Llc
    Seattle, WA
  • 11/2019 → 09/2020
    Unemployed
    Bellevue, WA
  • 09/2020 → Present
    Lion Street Financial, Llc
    Bellevue, WA
  • 09/2020 → Present
    Lion Street Advisors, Llc
    Bellevue, WA
  • 11/2025 → Present
    Bellevue, WA
  • 11/2025 → Present
    Bellevue, WA
Previous Registrations
Other Businesses

1) TRUSTEE FOR SISTER, INV RELATED, BAINBRIDGE ISLAND, WA, START: 10/01/2019, 1 HR/MONTH, 1 HR DURING TRADING. 2) BOARD MEMBER POSITION: Treasurer NATURE: on the board for the local chapter of SFSFP and Lincoln Estate Planning council. also on the board of my Homeowners Association. INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 01/01/2015 ADDRESS: 6040 S 58th Street, Lincoln NE 68516, United States DESCRIPTION: I am Treasure on the SFSFP board, I am Secretary for the Lincoln Estate Planning Council, and just a board member for my HOA. 3) ALPHA WEALTH PROPERTIES LLC POSITION: owner NATURE: We own our Office Building. We will also being buying a house in Phoenix and possibly other rentals in the future INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 10/01/2022 ADDRESS: 6040 S 58th Street, Lincoln NE 68516, United States DESCRIPTION: Just own one building that Alpha Wealth Advisors pay rent to. We have two other renters. An attorney and A Property Casualty company. 4) INSURANCE POSITION: Agent NATURE: Life, Disability, Long Term Care and Property Casualty Insurance INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 01/01/2018 ADDRESS: 6040 S 58th Street, Lincoln NE 68516, United States DESCRIPTION: As part of a clients overall plan Insurance product become a solution.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-17
  • S66 Uniform Combined State Law Examination
    2014-03-17
Designations
Other Names
  • Mallory Brick
  • Mallory Hall
  • Mallory Jane Hall
  • Mallory J Hall

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor