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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2016-01-08 |
| NC | RA | APPROVED | 2013-12-20 |
Branch Locations
3440 Toringdon Way Ste. 205, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 12/2013 | Present |
| Independent Advisor Alliance | Charlotte | NC | 02/2014 | Present |
1. 12/18/13-BLACKBRIDGE FINANCIAL/DBA ONLY/100%/CHARLOTTE, NC. 2. 2/11/2014: REGISTERED INVESTMENT ADVISOR - INDEPENDENT ADVISOR ALLIANCE - PROVIDE INVESTMENT ADVICE. - (HYBRID) INDEPENDENT ADVISOR ALLIANCE - CHARLOTTE, NC. 3. 04/01/2025 - Independent Advisor Alliance, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date: 12/18/2013 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-30 |
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