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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-07 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
999 Eisenhower Blvd Ste D2-6, Johnstown, PA 15904 • United States
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 |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | Somerset | PA | 02/2014 | 08/2022 |
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | 08/2022 |
| Lpl Financial Llc | North Huntingdon | PA | 08/2022 | 07/2026 |
| Integrity Alliance | Greensburg | PA | 07/2026 | Present |
1.Perspective Wealth Planning- Investment Related-yes, 999 Eisenhower Blvd, Ste. D2, Johnstown, PA 15904, Nature of business-provider of investment and insurance solutions and services, Position-Wealth advisor, Start date-05/13/26,160 Hours Per Month/ 160 Hours During Trading, Duties- Wealth advisor providing investment and insurance solutions and services to individuals and business owners for today and tomorrow to ensure the preservation and growth of their monies over time for peace of mind and legacy planning purposes. 2.TriBridge Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related -yes, 2009 MacKenzie Way, Ste.100, Cranberry Township, PA 16006,Nature of business -Investment advisory and wealth management services and solutions, Position-owner, Start Date 08/01/2024 - 120 Hours Per Month/ 6 Hours During Trading, Duties-Wealth Advisor that manages investments and services investors with respect to all aspects of financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-29 |
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