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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-25 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
125 Winchester Dr., Sedalia, MO 65301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sumner Insurance | Sedalia | MO | 06/2009 | Present |
| Brokers International Financial Services/Integrity Alliance | Sedalia | MO | 05/2024 | 07/2025 |
| Integrity Alliance, Llc | Sedalia | MO | 05/2024 | Present |
1. Sumner Insurance Services, LLC; 2300 West Broadway Blvd. Sedalia MO 65301; Fixed insurance & annuity sales; Owner / Agent; 06/19/2009; 30 hours per month; 30 hours during trading hours; Insurance sales 2. Sumner Insurance Solutions, LLC; 2300 West Broadway Blvd. Sedalia MO 65301; Fixed insurance & annuity sales; Owner / Agent; 06/19/2009; 30 hours per month; 30 hours during trading hours; Insurance sales 3. National Association of Benefits & Insurance Professionals; Investment related; 999 E Street NW, Suite 400, Washington, District of Columbia 20004; Organization for health insurance and employee benefits professionals; Board Member; President Elect; 06/01/2022; 4 hours per month; 2 hours during trading hours; Serve on the board to help make decisions, lobby for/against certain state legislation and support other members in the health insurance space. 4. Applewood Christian School; Not investment related; 25396 Hwy 0 Sedalia, MO 65301; School board of nonprofit private school; Board Member; 03/01/2020; 7 hours per month; 0 during trading hours; Advocate for students, help make decisions for the school including budgets. 5. Sumner Financial Solutions, LLC; Investment related; 2306 Broadway Blvd Sedalia, MO 65301; DBA for securities business; Owner; 03/27/2024; 15 hours per month; 15 hours during trading hours; IAR Oversee all securities business for compliance, suitability, and timeliness. 6. Rockhill Farms, LLC; Not investment related; 19068 Highway O, Sedalia MO 65301; Farming; Owner; 11/01/2021; 20 hours per month; 0 hours during trading hours; Farm management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-25 |
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