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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-03 |
Branch Locations
300 Colorado St Ste 2600, Austin, TX 78701 • United States
108 Buchmans Close Circle, Fayetteville, NY 13066 • 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 |
|---|---|---|---|---|
| Lion Street Advisors | Cicero | NY | 03/2016 | Present |
| Wealth-Rx | Cicero | NY | 03/2016 | Present |
| Lion Street, Inc. | Austin | TX | 03/2016 | Present |
| Integrity Alliance, Llc. | Fayetteville | NY | 11/2025 | Present |
| Integrity Alliance, Llc. | Fayetteville | NY | 11/2025 | Present |
| Lion Street Financial | Cicero | NY | 02/2016 | Present |
1) LION STREET INC, INVESTMENT RELATED, 515 CONGRESS AVE STE 2500 AUSTIN TX 78701, NETWORK OF INSURANCE ADVISORS, OWNER,2/16, 2-4 HRS, OWNER 2) GOLFEN CAVALIERS; NON-INV; 110 BUCHMANS CLOSE FAYETTEVILLE NY 13066; SOCIAL ORG - GOLF CLUB; SECRETARY/TREASURER; 6/17; 0HRS; FINANCIAL/ACCOUNTING MANAGEMENT 3) POINT GUARD ADVISORS NETWORK, LLC POSITION: Owner. NATURE: Business Services Consulting, Non Variable Life Insurance. INVESTMENT RELATED: No. NUMBER OF HOURS: 40. SECURITIES TRADING HOURS: 2. START DATE: 01/01/2016. ADDRESS: 108 Buchmans Close, Fayetteville NY 13066, United States DESCRIPTION: Business professional networking Sales 4) NATHAN DONALD CONSULTING LLC POSITION: Owner. NATURE: Business Services Consulting. INVESTMENT RELATED: No. NUMBER OF HOURS: 0. SECURITIES TRADING HOURS: 0. START DATE: 01/01/2016. ADDRESS: 6593 Lakeshore Rd, Cicero NY 13039, United States DESCRIPTION: Business consulting for all non-financial issues - succession planning 5) WEALTHRX, INC. POSITION: Owner. NATURE: Asset Management. INVESTMENT RELATED: Yes. NUMBER OF HOURS: 160. SECURITIES TRADING HOURS: 160. START DATE: 01/01/2016. ADDRESS: 108 Buchmans Close, Fayetteville NY 13066, United States DESCRIPTION: Asset Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-04-12 |
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