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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arthur J Gallagher | Austin | TX | 07/2016 | 09/2023 |
| Kestra Financial, Inc. | Austin | TX | 07/2016 | 03/2022 |
| Triad Advisors | Norcross | GA | 03/2022 | 09/2023 |
| Wrightwood Advisory Group | Austin | TX | 09/2023 | Present |
| Lion Street Financial | Austin | TX | 09/2023 | Present |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | Present |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | Present |
1)WRIGHTWOOD ADVISORY GROUP, LLC POSITION: Owner NATURE: We consult on Non-Qualified Plans and sell institutional, corporate owned life insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/09/2023 ADDRESS: 9226 Meadow Vale, Austin TX 78758, United States DESCRIPTION: I occasionally write life insurance policies for people who request assistance in this area.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-14 |
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