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Current Employers
Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-05-07
  • NE RA
    APPROVED
    Since 2026-05-07

Branch Locations

6120 Havelock Ave, Lincoln, NE 68507 • United States

4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allstate Insurance Co Lincoln NE 12/2007 09/2022
Allstate Distributors Llc Northbrook IL 11/2016 10/2021
Lone Wolf Technology Lincoln NE 10/2022 09/2023
American Senior Benefits Lincoln NE 10/2023 Present
Gradient Securities, Llc Arden Hills MN 09/2024 04/2026
Gradient Wealth Management Arden Hills MN 01/2025 04/2026
Integrity Alliance, Llc Lincoln NE 05/2026 Present
  • 12/2007 → 09/2022
    Allstate Insurance Co
    Lincoln, NE
  • 11/2016 → 10/2021
    Allstate Distributors Llc
    Northbrook, IL
  • 10/2022 → 09/2023
    Lone Wolf Technology
    Lincoln, NE
  • 10/2023 → Present
    American Senior Benefits
    Lincoln, NE
  • 09/2024 → 04/2026
    Arden Hills, MN
  • 01/2025 → 04/2026
    Gradient Wealth Management
    Arden Hills, MN
  • 05/2026 → Present
    Lincoln, NE
Previous Registrations
Other Businesses

1. American Senior Benefits; NOT INVESTMENT RELATED; 6120 HAVELOCK AVE; Life and health insurance agency. I assist my clients with Medicare solutions, life insurance products, and other ancillary health products; INSURANCE AGENT; START 10/2023; 160 HRS/MONTH; 140 HRS DURING SECURITIES TRADING HOURS; I conduct meetings with clients and potential clients to discuss and solicit insurance products 2. LINCOLN REGULATORS; NOT INVESTMENT RELATED; 6820 LA SALLE ST, LINCOLN, NE; PRESIDENT; START 07/2021; 40 HRS PER MONTH; 0 HRS DURING SECURITIES TRADING HOURS; I am the president and head coach. My main role is facilitating the development and the team and coaching games. I also pay for certain expenses and request reimbursement from the treasurer 3. ASB ADVISORY SERVICES, LLC POSITION: Employee NATURE: I will act as a registered investment advisor, assisting clients with money they are investing in the market. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/09/2026 ADDRESS: 6120 Havelock Ave, Lincoln NE 68507, United States DESCRIPTION: Meet with clients, review accounts, make recommendations regarding their retirement portfolio

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-28
S63 Uniform Securities Agent State Law Examination 2017-05-04
  • S65 Uniform Investment Adviser Law Examination
    2024-10-28
  • S63 Uniform Securities Agent State Law Examination
    2017-05-04

View on SEC IAPD

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