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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-05 |
Branch Locations
923 Marlborough St, Philadelphia, PA 19125 • United States
300 Colorado St Ste 2600, Austin, TX 78701 • United States
28 Vestry Lane, Levittown, PA 19054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-21 |
| NJ | RA | APPROVED | 2003-01-22 |
| PA | RA | APPROVED | 1992-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-17 |
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