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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-03 |
Branch Locations
50 South 16Th Street 17Th Floor, Philadelphia, PA 19102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lion Street Financial | Philadelphia | PA | 07/2020 | 11/2025 |
| Crisp Insurance Advisors | Branchburg | NJ | 04/2016 | 04/2019 |
| Axg Advisors | Philadelphia | PA | 05/2019 | Present |
| Integrity Alliance, Llc. | Philadelphia | PA | 11/2025 | Present |
| Integrity Alliance, Llc. | Philadelphia | PA | 11/2025 | Present |
1) GP4, LLC POSITION: Owner NATURE: Pass-through entity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 9260 Coral Isles Circle, Palm Beach Gardens FL 33412, United States DESCRIPTION: It is a pass-through entity. It does not actively "do" anything. 2) AXG ADVISORS POSITION: Owner NATURE: AXG is an insurance broker on both the P&C and life/health sides of the business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2019 ADDRESS: 50 south 16th st, 17th Floor, Philadelphia PA 19102, United States DESCRIPTION: I operate the business and engage in business development. 3) FLAGLER INSURANCE PARTNERS, LLC POSITION: Owner NATURE: We provide homeowners, auto and umbrella insurance coverage to customers in the Southeastern U.S. - primarily Florida INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 700 S. Rosemary Avenue, Suite 204, West Palm Beach FL 33401, United States DESCRIPTION: I handle the bookkeeping and try to send referrals in when I can. 4) FAIRMOUNT SPECIALTY INSURANCE SOLUTIONS, LLC POSITION: Principal NATURE: Program administrator for high-value homeowners insurance coverage INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 06/19/2025 ADDRESS: 1035 Stockett Drive, Nashville TN 37221, United States DESCRIPTION: Try to identify opportunities for new business and bookkeeping activity
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-25 |
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