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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 10/2016 | 03/2019 |
| Bank Of America, N.A. | Wayne | PA | 03/2017 | 03/2019 |
| Schechter Investment Advisers, Llc | Birmingham | MI | 04/2019 | 05/2025 |
| Kingswood Capital Partners, Llc | Royal Oak | MI | 04/2022 | Present |
| Arax Advisory Partners, Llc | Denver | CO | 06/2025 | Present |
| Lion Street Financial | Austin | TX | 07/2025 | Present |
| Lion Street Advisors | Austin | TX | 07/2025 | Present |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | Present |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | Present |
1) Institutional Architects - yes investment related - 3322 E Joyce Dr. Salt Lake City, UT 84109 - Insurance - Partner. -07/2025 -120hrs -120 - advise and sell insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
| S66 | Uniform Combined State Law Examination | 2017-01-19 |
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