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Advisor at INTEGRITY ALLIANCE, LLC
URBANDALE, IA | Easton, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INTEGRITY ALLIANCE, LLC | Bd affiliated wealth | Jan 2, 2020 | n/a | yes | Easton, PA|URBANDALE, IA | Current employment |
| PACKERLAND BROKERAGE SERVICES, INC. | Independent wealth | Jul 24, 2015 | Dec 31, 2019 | no | BETHLEHEM, PA|GREEN BAY, WI|WHITEHALL, PA|NAZARETH, PA | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | May 7, 2014 | Apr 29, 2015 | no | MINNEAPOLIS, MN|ALLENTOWN, PA | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | May 11, 2012 | May 9, 2013 | no | KING OF PRUSSIA, PA|BETHLEHEM, PA | Previous registration |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Apr 20, 2011 | Apr 17, 2012 | no | BETHLEHEM, PA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jul 8, 2010 | Apr 29, 2011 | no | Allentown, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PACKERLAND BROKERAGE SERVICES, INC. | INTEGRITY ALLIANCE, LLC | Dec 31, 2019 | Jan 2, 2020 | 2 | Firm change | RIA to RIA |
| QUESTAR ASSET MANAGEMENT, INC. | PACKERLAND BROKERAGE SERVICES, INC. | Apr 29, 2015 | Jul 24, 2015 | 86 | Firm change | Other |
| PARK AVENUE SECURITIES LLC | QUESTAR ASSET MANAGEMENT, INC. | May 9, 2013 | May 7, 2014 | 363 | Firm change | Other |
| OPPENHEIMER & CO. INC. | PARK AVENUE SECURITIES LLC | Apr 17, 2012 | May 11, 2012 | 24 | Firm change | Other |
| MORGAN STANLEY | OPPENHEIMER & CO. INC. | Apr 29, 2011 | Apr 20, 2011 | -9 | Firm change | Other |