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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-20 |
| GA | RA | APPROVED | 2018-03-30 |
| SC | RA | APPROVED | 2018-01-11 |
| NC | RA | APPROVED | 2015-05-29 |
Branch Locations
2625 Neudorf Road Suite 400, Clemmons, NC 27012 • 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 |
|---|---|---|---|---|
| Independent Advisor Alliance, Llc | Clemmons | NC | 05/2015 | Present |
| Lpl Financial Llc | Clemmons | NC | 05/2015 | Present |
1) 05/26/2015: Marzano Capital Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 05/2015 - 65% Time Spent 2) 05/26/2015: Marzano Asset Management - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - No Time Spent - Co-Owner 3) 08/12/2015: Independent Advisor Alliance - Registered Investment Advisor - DBA: (Hybrid) Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - 35% Time Spent - IAR 4) 08/12/2015: Independent Advisor Alliance - Registered Investment Advisor DBA - DBA: (Hybrid) Marzano Capital Group - Investment Related - 2625 Newdorf Rd Ste 400 Clemmons, NC 27012 - Start 05/2015 - 35% Time Spent - IAR 5) 4/6/2017 - LTCI Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/27/2017 - 2 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-02 |
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