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Current Employers
Integrity Alliance, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-05
  • FL RA
    APPROVED
    Since 2025-11-05

Branch Locations

923 Marlborough St, Philadelphia, PA 19125 • United States

300 Colorado St Ste 2600, Austin, TX 78701 • United States

Irus Advisory Corporation

28 Vestry Lane, Levittown, PA 19054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-09-21
NJ RA APPROVED 2003-01-22
PA RA APPROVED 1992-10-02
  • FL RA
    APPROVED
    Since 2020-09-21
  • NJ RA
    APPROVED
    Since 2003-01-22
  • PA RA
    APPROVED
    Since 1992-10-02

Branch Locations

28 Vestry Lane, Levittown, PA 19054 • 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
Irus Advisory Corporation Philadelphia PA 02/1992 Present
Irus Corporation Philadelphia PA 02/1983 Present
The Leaders Group Inc Littleton CO 02/2014 05/2018
Lion Street Financial Philadelphia PA 05/2018 11/2025
Integrity Alliance, Llc Philadelphia PA 11/2025 Present
  • 02/1992 → Present
    Philadelphia, PA
  • 02/1983 → Present
    Irus Corporation
    Philadelphia, PA
  • 02/2014 → 05/2018
    The Leaders Group Inc
    Littleton, CO
  • 05/2018 → 11/2025
    Lion Street Financial
    Philadelphia, PA
  • 11/2025 → Present
    Philadelphia, PA
Other Businesses

1) REAL ESTATE HOLDING POSITION: Owner NATURE: condo for personal use held in joint name - F Spezzano and J Morgen , spouse INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2022 ADDRESS: 3724 S Ocean Blvd, Palm Beach FL 33480, United States DESCRIPTION: I clean the toilets and take orders from my wife 2) IRUS CORP POSITION: Owner NATURE: insurance broker INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/28/1985 ADDRESS: 923 Marlborough St, Philadelphia pa 19125, Philadelphia PA 19125, United States DESCRIPTION: Insurance sales 3) CASA 925, LLC POSITION: Owner NATURE: Real Estate I own this and use it for client meetings INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2004 ADDRESS: 925 Marlborough St, Philadelphia PA 19125, United States DESCRIPTION: Building owner 4) IRUS ADVISORY POSITION: Owner NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/1991 ADDRESS: 923 Marlborough St, Philadelphia pa 19125, Philadelphia PA 19125, United States DESCRIPTION: IA Solicitor 5) UFFICIO 923, LLC POSITION: Owner NATURE: Real Estate, I own the building my office is in INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2004 ADDRESS: 923 Marlborough St, Philadelphia pa 19125, Philadelphia PA 19125, United States DESCRIPTION: Building owner

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-08-17
  • S63 Uniform Securities Agent State Law Examination
    1984-08-17
Designations

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