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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-03 |
Branch Locations
12056 N. Saltaire Dr, Highland, UT 84003 • United States
300 Colorado St Ste 2600, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionlink Financial Advisors, Inc. | Irvine | CA | 10/1996 | Present |
| The Visionlink Advisory Group, Inc. | Irvine | CA | 10/1999 | Present |
| M Holdings Securities, Inc. | Portland | OR | 02/2007 | 05/2020 |
| Visionlink Corporate Insurance Services, Llc | Irvine | CA | 02/2007 | Present |
| Lion Street Financial | Irvine | CA | 05/2020 | Present |
| Lion Street Advisors | Irvine | CA | 05/2020 | Present |
| Integrity Alliance, Llc. | Highland | UT | 11/2025 | Present |
| Integrity Alliance, Llc. | Highland | UT | 11/2025 | Present |
THE VISIONLINK ADVISORY GROUP, INVESTMENT RELATED - YES, 23201 LAKE CENTER DR STE 207 LAKE FOREST CA 92630, CONSULTING FOR MIDDLE MARKET BUSINESSES, SVP, 5/2000, 40 HRS, MANAGE MARKETING ACTIVITY AND HANDLE SOME FRONT END MEETING WITH NEW CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-08 |
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