Bruce Allen Popper

Current Employers

Employment History

• 04/2008 → 08/2024
  Mercury Financial Group
  Dallas, TX
• 01/2013 → 08/2020
  The Leaders Group Inc
  Littleton, CO
• 07/2020 → 11/2025
  Lion Street Financial
  Austin, TX
• 07/2020 → 11/2025
  Lion Street Advisors
  Austin, TX
• 11/2025 → Present
  Integrity Alliance, Llc.
  Urbandale, IA
• 11/2025 → Present
  Integrity Alliance, Llc.
  Urbandale, IA

Previous Registrations

• 2020-08-11 → 2025-11-03
  Lion Street Advisors, Llc
  Austin, TX
• 2013-08-01 → 2020-08-11
  Tlg Advisors, Inc.
  Dallas, TX
  Summit, NJ
• 2010-02-25 → 2012-12-31
  Voya Financial Advisors, Inc.
  Stillwater, MN
  Dallas, TX
  Windsor, CT
• 2003-07-01 → 2008-04-16
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  Richmond, VA
  Houston, TX
• 1997-08-15 → 2003-07-01
  Prudential Equity Group, Llc
  Houston, TX

Other Businesses

1) COLLABORATIVE FINANCIAL STRATEGIST POSITION: Owner NATURE: Estate and Charitable Planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2013 ADDRESS: 13931 Drakewood Dr, Sugar Land TX 77498, United States DESCRIPTION: Owner, consulting with clients in the areas of estate planning, asset protection planning, insurance planning and charitable planning strategies, consultant to clients regarding financial planning and expert testimony 2) MUNICIPAL UTILITY DISTRICT POSITION: Board Member NATURE: Board of Directors- Municipal Utility District- review and approve projects related to the specific MUD. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 6750 West Loop S, Bellaire TX 77401, United States DESCRIPTION: Director On Mud Board, one of 5 board members who oversee all aspects of a local mud board, director on mud board 3) REAL ESTATE AGENT POSITION: Real Estate Agent NATURE: Agent, buy/sell real estate properties for personal and investment use, real estate agent. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2016 ADDRESS: 13931 Drakewood Dr, Sugar Land TX 77498, United States DESCRIPTION: buy/sell real estate properties for personal and investment use, real estate agent 4) LIFE SETTLEMENT BROKER- BRUCE POPPER POSITION: Owner NATURE: LicensedLife Settlement Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2021 ADDRESS: 13931 Drakewood Dr, Sugar Land TX 77498, United States DESCRIPTION: Facilitate Life Settlement Transactions when a client determines they no longer want to own an existing Life Insurance contract. 5) LION STREET PRIVATE CLIENT GROUP POSITION: Employee NATURE: Transaction facilitation of life insurance products for clients of financial advisors and practitioners; Senior Estate Planning Consultant; Estate and Insurance Consultation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 07/01/2020 ADDRESS: 300 Colorado St, STE 2600, Austin TX 78701, United States DESCRIPTION: Involving non-securities traditional life insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-29
• S63 Uniform Securities Agent State Law Examination
  1987-07-17

Designations