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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-03 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Memphis, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Warrenton Church Of Christ - Self Employed Missionary | Warrenton | VA | 07/1997 | 07/2020 |
| Fedex Ground | Memphis | TN | 07/2020 | 12/2020 |
| Medical Capital Resources - Tennessee Scientific Inc | Henderson | TN | 08/2020 | 04/2022 |
| Harmony Project International - Livingstone International Univ. | Fort Worth | TX | 08/2022 | Present |
| Unemployed | Cordova | TN | 05/2022 | 07/2022 |
| Csenge Advisory Group, Llc | Clearwater | FL | 07/2024 | Present |
| Lion Street Financial, Llc | Memphis | TN | 08/2023 | Present |
| Lion Street Advisors | Memphis | TN | 05/2025 | Present |
| Integrity Alliance, Llc. | Memphis | TN | 11/2025 | Present |
| Integrity Alliance, Llc. | Memphis | TN | 11/2025 | Present |
1.RADIAN PARTNERS POSITION: Employee NATURE: Financial services, financial advising and education. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/07/2023 ADDRESS: 6055 Primacy Pkwy Suite 160, Memphis TN 38119, United States DESCRIPTION: Financial Education Insurance Sales 2.DALE CARNEGIE POSITION: Employee NATURE: Performance based training company offering a path to successful living with a heavy emphasis on success in business. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2022 ADDRESS: 358 New Byhalia Rd, Suite 3, Memphis TN 38017, United States DESCRIPTION: Trainer facilitating the 3 hour weekly sessions of "How to Win Friends and Influence People" course. 3.CSENGE ADVISORY GROUP POSITION: 1099 contract NATURE: Investment management firm offering financial planning, retirement planning, and investment management services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 08/01/2024 ADDRESS: 4755 E Bay Dr, Clearwater FL 33764, United States DESCRIPTION: Investment Advisor Representative 4.HARMONY PROJECT INTERNATIONAL / LIVINGSTONE INTERNATIONAL UNIVERSITY POSITION: Employee NATURE: HPI oversees fundraising and strategic decision making for the LivingStone International University in Mbale, Uganda INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 08/08/2022 ADDRESS: PO Box 820097, Fort Worth TX 76182, United States DESCRIPTION: Executive Director and Development Director, assisting the university with fundraising and strategic decision making.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-27 |
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