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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-15 |
Branch Locations
300 Colorado St Ste 2600, Austin, TX 78701 • United States
Greensboro, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearpoint Advisors, Llc | Pittsburgh | PA | 08/2008 | Present |
| The Leaders Group, Inc. | Littleton | CO | 01/2011 | 07/2020 |
| Lion Street Financial | Pittsburgh | PA | 07/2020 | Present |
| Lion Street Advisors | Pittsburgh | PA | 07/2020 | Present |
| Integrity Alliance, Llc | Pittsburgh | PA | 10/2025 | Present |
1.HEALTHCARE COMMISSION POSITION: Owner NATURE: referral Source, Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/31/1999 ADDRESS: 1322 northshore drive, pittsburgh PA 15212, United States DESCRIPTION: Owner 2.CLEARPOINT ADVISORS LLC POSITION: Owner NATURE: Executive Benefit Consulting & Insurance Planning INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 07/30/2008 ADDRESS: 322 Northshore dr suite 200 pgh pa 15212, Pittsburgh Pa. PA 15212, United States DESCRIPTION: President 3.OCONEE HEIGHTS HOA BOARD POSITION: Board Member NATURE: HOA board for my street residence INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/15/2025 ADDRESS: 1391 Oconee Heights Dr, Greensboro, GA, USA, greensboro GA 30642, United States DESCRIPTION: Provide board oversite for needs of the HOA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-26 |
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