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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Jacksonville | FL | 01/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Jacksonville | FL | 07/2016 | 12/2017 |
| Mml Investors Services, Llc | Jacksonville | FL | 03/2017 | 12/2017 |
| Lpl Financial Llc | St. Johns | FL | 12/2017 | Present |
| Independent Financial Partners | St. Johns | FL | 12/2017 | 02/2019 |
| Independent Advisor Alliance | Charlotte | NC | 03/2019 | Present |
1) 12/1/17- Piedmont Capital- Non-Variable Insurance- Life, accident, health Agent- Inv. Related- St Johns, FL- 5% 2) 12/1/17- Real Estate Rental- Owner- Inv. Related- Ponte Vedra Beach, FL- 5%. 3) 10/24/2023 - Independent Advisor Alliance - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 02/28/2019 - 40 Hours Per Month/ During Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 10/24/2023. I expect to spend approximately 40 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 10/24/2023 - Blackbridge Financial - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/28/2019 - 40 Hours Per Month/ During Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 10/24/2023. I expect to spend approximately 40 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-04-16 |
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