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Integrity Alliance, LLC. CRD 139627
$5.41B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-05-03 |
Branch Locations
9245 Northpark Dr, Johnston, IA 50131 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • 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 |
|---|---|---|---|---|
| Integrity Alliance, Llc | Johnston | IA | 05/2023 | Present |
| Mary Greeley Medical Center | Ames | IA | 01/2013 | 03/2017 |
| Heartland Retirement Group/American Senior Benefits/Integrity | Johnston | IA | 02/2017 | Present |
1) ACP Financial LLC; not investment related; 17007 Hickory Dr, Urbandale, IA 50323; S-Corp for fixed insurance business; Owner/CEO; 07/17/2022; 160 hours per month; 8 hours during security hours; Insurance Sales 2) Heartland Retirement Group/American Senior Benefits/Integrity Marketing; not investment related; 9245 Northpark Dr, Johnston, IA 50131; Fixed insurance; Sales Director; 02/06/2017; 160 hours per month; 160 hours during security hours; Sales of Health / Life / Fixed Annuity insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-12 |
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