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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-12 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cognizant Technology Solutions | Washington | DC | 05/2022 | 05/2024 |
| Alluri Realty | Reston | VA | 08/2020 | Present |
| Transamerica Financial Advisors, Inc | Ellicott City | MD | 08/2023 | 07/2024 |
| Wfgia | Ellicott City | MD | 07/2019 | 05/2024 |
| Optimal Solutions | Mclean | VA | 05/2011 | 05/2020 |
| Analytics Next Gen Inc | Ashburn | VA | 05/2015 | 04/2024 |
| Best Runners Org | Chantilly | VA | 08/2015 | 04/2024 |
| Corecloud App Inc | Ashburn | VA | 06/2020 | 04/2024 |
| Finnextgen Llc | Ashburn | VA | 10/2020 | 04/2024 |
| Vinsynergy Digital Technologies | Chantilly | VA | 06/2021 | 04/2024 |
| Ensure Home Loans | Lewisville | TX | 03/2024 | Present |
| Integrity Alliance, Llc | Ashburn | VA | 07/2024 | Present |
| Hegemon Group International (Hgi) | Alpharetta | GA | 05/2024 | Present |
1. Fixed insurance business; Investment related; 42617 Beckett Ter Ashburn, VA 20148; Fixed insurance sales; Agent; 07/01/2019; 80 hours per month; 20 hours during trading hours; sales of life insurance, fixed insurance sales. 2. Alluri Realty; Investment Related; 12359 Sunrise Valley Dr STE 260, Reston, VA 20191; Real Estate; Realtor; 08/17/2020; 30 hours per month; 0 hours during trading hours; Real estate sales person & facilitating property transactions between buyers and sellers. 3. Ensure Home Loans; Investment related; 2785 Rockbrook Dr Lewisville, TX 75067; Mortgage Loans; Mortgage Loan Originator; 03/22/2024; 10 hours per month; 5 hours during trading hours; Review applications and submit to underwriter. 4. Hegemon Group International (HGI); 11405 Old Rosewell Rd, Alpharetta, GA 30009; Life insurance sales & DBA for life insurance business; Agent; 05/31/2024; 60 hours per month; 2 hours during trading hours; Meetings with Clients, Team. Review Customer requirements, analysis & provide suggestions. DBA for fixed business. 5. Wealth Format System; Investment related; 42617 Beckett Ter Ashburn, VA 20148; DBA for securities business; Member / IAR; 07/12/2024; 0 hours per month; 0 hours during trading hours; DBA for securities business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-03 |
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