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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 10/2017 |
| Lion Street Financial, Llc | Tallahassee | FL | 10/2017 | Present |
| Lion Street Advisors, Llc | Tallahassee | FL | 10/2017 | Present |
| Financial Partners Of North Florida | Tallahassee | FL | 01/2004 | Present |
| Integrity Alliance, Llc. | Tallahassee | FL | 11/2025 | Present |
1) FINANCIAL PARTNERS OF NORTH FLORIDA POSITION: Managing Partner/Agent NATURE: This is a life insurance and employee benefit boutique professional business. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 110 START DATE: 01/01/2004 ADDRESS: 403 East Park Avenue, TALLAHASSEE FL 32301, United States DESCRIPTION: Managing Partner and insurance advisor/agent, procuring and advising life and health insurance products only. 2) FLORIDA LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION POSITION: Board Member NATURE: I was appointed by the CFO of the State of Florida to serve as a voting board member for the Florida Life and Health Insurance Guaranty Association, to oversee the rehabilitation, disposition and liquidation of insolvent or nearly insolvent Life and Health Insurance companies in the State of Florida, on behalf of the citizens. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/15/2024 ADDRESS: 1880 Eastwest Parkway Unit 10162, Fleming Island FL 32006-7787, United States DESCRIPTION: Review, comprehend and advise on matters before the board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-21 |
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