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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-11-03 |
Branch Locations
300 Colorado St Ste 2600, Austin, TX 78701 • United States
500 1St St Se, Cedar Rapids, IA 52401 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Securities America, Inc. | Cedar Rapids | IA | 11/2014 | 12/2019 |
| Securities America Advisors, Inc. | Cedar Rapids | IA | 11/2014 | 12/2019 |
| Lion Street Financial | Cedar Rapids | IA | 12/2019 | Present |
| Lion Street Advisors | Cedar Rapids | IA | 12/2019 | Present |
| Integrity Alliance, Llc. | Cedar Rapids | IA | 11/2025 | Present |
| Integrity Alliance, Llc. | Cedar Rapids | IA | 11/2025 | Present |
1) TRUE NORTH - DBA POSITION: Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2000 ADDRESS: 500 1st ST Se, Cedar Rapids IA 52401, United States DESCRIPTION: Advising Clients 2) SHADE TREE ACRES, LLC POSITION: Farm NATURE: Manager - Farm INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2002 ADDRESS: 3640 N Center Point Rd, Toddville IA 52341, United States DESCRIPTION: Small Farm
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-06-05 |
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