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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 | 2025-03-11 |
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 |
|---|---|---|---|---|
| Voya | Des Moines | IA | 09/2014 | 08/2018 |
| Directed Services, Llc | Des Moines | IA | 07/2016 | 08/2018 |
| Integrity Alliance, Llc | Urbandale | IA | 08/2018 | Present |
| Integrity Advisory Solutions | Urbandale | IA | 01/2024 | Present |
Trinity United Methodist Church, 102 Lynwood Dr, Huxley, Iowa 50124, Start date 1/2019, Church Finance Committee - Committee Member, Financial and budget decisions for the church, $0 income, 2 hours per month - 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
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