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Advisor at INTEGRITY ALLIANCE, LLC
AUSTIN, TX | HIGHLAND, UT
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 | Nov 3, 2025 | n/a | yes | HIGHLAND, UT|AUSTIN, TX | Current employment |
| LION STREET ADVISORS, LLC | Former SEC adviser | May 4, 2020 | Nov 3, 2025 | no | HIGHLAND, UT|AUSTIN, TX | Previous registration |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Jun 30, 2010 | May 4, 2020 | no | LAKE FOREST, CA|HIGHLAND, UT | Previous registration |
| VISIONLINK FINANCIAL ADVISORS, INC. | n/a | Apr 23, 1998 | Apr 14, 2011 | no | IRVINE, CA|IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LION STREET ADVISORS, LLC | INTEGRITY ALLIANCE, LLC | Nov 3, 2025 | Nov 3, 2025 | 0 | Bulk transfer | Ibd to ibd |
| M HOLDINGS SECURITIES, INC. | LION STREET ADVISORS, LLC | May 4, 2020 | May 4, 2020 | 0 | Firm change | Ibd to ibd |
| VISIONLINK FINANCIAL ADVISORS, INC. | M HOLDINGS SECURITIES, INC. | Apr 14, 2011 | Jun 30, 2010 | -288 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 43285:167610:UT:2020-05-04 | May 4, 2020 | May 4, 2020 | HIGHLAND, UT | Firm change |