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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-04-28 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
1539 Windmill Road, Warminster, PA 18974 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Van Consulting Inc | New Hope | PA | 07/2008 | Present |
| Integrity Alliance, Llc | Warminster | PA | 07/2015 | Present |
1. VAN CONSULTING; 20 BARCLAY STREET, NEWTOWN, PA 18940; NOT SECURITIES RELATED; PERSONAL FINANCIAL TAX PLANNER; OWNER; STARTED 1/1/2008; 0 HOURS DURING TRADING; 1 HOUR PER MONTH; 0 ANNUAL INCOME FROM THIS ACTIVITY. 2. FIXED INSURANCE SALES; 20 BARCLAY STREET, NEWTOWN, PA 18940; START DATE 5/2015; 40 HOURS PER MONTH; 20 HOURS DURING TRADING HOURS; SELL FIXED INSURANCE AND ANNUITIES THROUGH A FMO; ANNUAL INCOME IS A QUESTION SINCE I HAVE ONLY BEEN DOING THIS FOR 2 MONTHS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1980-04-30 |
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