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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-11 |
Branch Locations
302 N State Highway M553, Marquette, MI 49855 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Marquete | MI | 05/2024 | 01/2025 |
| Michigan Technological University | Houghton | MI | 08/2019 | 05/2024 |
| Flourish Financial Partners | Marquette | MI | 05/2023 | 08/2023 |
| Red Lobster | Marquette | MI | 05/2021 | 08/2021 |
| Crossroads Bar And Grill | Marquette | MI | 06/2019 | 08/2019 |
| Marquette Senior High School | Marquette | MI | 09/2015 | 06/2019 |
| Unemployed | Marquette | MI | 01/2025 | 01/2025 |
| Ledford Tax And Financial | Marquette | MI | 01/2025 | Present |
| Michigan Technological University | Houghton | MI | 08/2019 | 05/2021 |
| Michigan Technological University | Houghton | MI | 08/2021 | 05/2023 |
| Integrity Alliance, Llc | Marquette | MI | 07/2025 | Present |
1) Ledford Tax & Financial Services; investment related; Tax Preparation; Staff Accountant; 01/27/2025; 145 hours per month; 145 hours during security hours; Prepare tax returns and discuss tax savings strategies with clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-30 |
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