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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-05 |
Branch Locations
5690 W Cypress Street Ste A, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 08/2023 | 04/2025 |
| Tampa Preparatory School | Tampa | FL | 08/2013 | 05/2019 |
| Florida State University | Tallahassee | FL | 08/2019 | 05/2023 |
| Lion Street Advisors | Austin | TX | 05/2025 | Present |
| Lion Street Financial | Austin | TX | 05/2025 | Present |
| Integrity Alliance, Llc. | Tampa | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-24 |
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