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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-08 |
| OH | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2026-01-07 |
| FL | RA | APPROVED | 2019-03-19 |
Branch Locations
5040 Sw 91St Terrace K-302, Gainesville, FL 32608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Gainesville | FL | 07/2009 | Present |
| Markey Investment Management, Inc. (Markey Wealth Management) | Gainesville | FL | 07/2014 | 03/2020 |
| Independent Advisor Alliance | Charlotte | NC | 03/2019 | Present |
1. 10/05/2009 - MARKEY WEALTH MANAGEMENT - INV REL - AST REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 10/19/2011 - MARKEY WEALTH MANAGEMENT, INC. - OTHER-OTHER - S CORP. - 100% TIME SPENT - THIS IS MY BUSINESS S CORP. I AM THE SOLE OWNER OF THE COMPANY. THE ONLY REVENUE THAT MFS EARNS IS FROM COMMISSIONS AND FEES PAID FROM LPL. 3. 08/20/2013 - NORTH FLORIDA HONEY - HONEY - 2% TIME SPENT - NORTH FLORIDA HONEY (NFL) IS A BUSINESS 100% OWNED AND RUN BY ME. 4. 11/29/2017 - Sine Metu Vive, LLC - Not Investment Related - Home Based & Haile Village Center - Real Estate Rental - Started 11/19/2017 - 10 Hours Per Month/2 Hours During Securities Trading - Will purchase lot and ultimately build a mixed use building that will become a rental property. 5. 11/12/2021 - Tempus Fugit, LLC - Investment Related - At Reported Business Location(s) - 5040 SW 91st Terrace K302, Gainesville, FL 32608 - Real Estate Rental - Started 11/08/2021 - 3 Hours Per Month/0 Hours During Securities Trading - LLC to hold rental real estate. 6. 12/06/2021 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/15/2021 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 01/26/2024 - No Business Name - Inv related - At Reported Business Location(s) - Other - Notary Public - Started: 12/19/2023 - 1 Hr/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-04 |
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