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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-15 |
Branch Locations
Clifton Park, NY • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
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 |
|---|---|---|---|---|
| Allstate Insurance Company | Albany | NY | 11/2012 | 03/2020 |
| Prudential Insurance Company Of America | Dewitt | NY | 03/2020 | 12/2023 |
| Pruco Securities, Llc. | Dewitt | NY | 03/2020 | 12/2023 |
| Osaic Institutions, Inc. | Meriden | CT | 12/2023 | 02/2024 |
| First National Bank Of Scotia | Scotia | NY | 12/2023 | 02/2024 |
| Advisors Insurance Brokers | Clifton Park | NY | 02/2024 | Present |
| The Leaders Group Inc | Littleton | CO | 02/2024 | 12/2025 |
| Integrity Alliance, Llc | Clifton Park | NY | 01/2026 | Present |
1.) ADVISORS INSURANCE BROKERS - 2/19/2024 - 11 Executive Park Drive, Clifton Park, NY 12065 - Annuity & Life Sales Coordinator, Helping agents sell and process annuity and life cases, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-12 |
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