Bernice Valrey Rolle-Lewis

Current Employers

Employment History

• 12/2011 → Present
  Lpl Financial Llc
  Weston, FL
• 03/2012 → 03/2019
  Independent Financial Partners
  Weston, FL
• 03/2019 → Present
  Independent Advisor Alliance, Llc
  Weston, FL

Previous Registrations

• 2012-02-15 → 2019-03-22
  Independent Financial Partners
  Weston, FL
• 2010-06-04 → 2012-01-10
  Capital Guardian Wealth Management, Llc
  Miami, FL
• 2007-05-29 → 2010-05-26
  Citigroup Global Markets Inc.
  Pembroke Pines, FL
  Miramar, FL
  Boca Raton, FL
  Doral, FL
  Dania, FL
• 2003-05-14 → 2007-05-29
  Citicorp Investment Services
  Dania, FL
  Plantation, FL
  Fort Lauderdale, FL

Other Businesses

1. 09/04/2014 - KORNERSTONE WEALTH MANAGEMENT INC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 40 HOURS PER MONTH - WESTON, FL 2. 10/08/2015 * Kornerstone Insurance Management * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/01/2015 * 20 HRS/MO NOT DURING SECS TRDG HRS. 3. 11/25/2015 - NO BUSINESS NAME - INV REL - Workshop - START 01/15/2015 - 9 HOURS PER MONTH - To conduct Financial Management Workshops. 4. 11/5/2018 - Broward County Public School - Not Investment Related - Broward Florida County Schools - Outside/W-2 Employment - Temporary Sub Teacher - Start Date:11/01/2018 - 20 Hours Per Month/0 Hours During Trading. 5. 4/4/2019 - INDEPENDENT ADVISOR ALLIANCE - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Investment Advisor Representative - Start Date: 03/22/2019 - 160 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 4/4/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 6. 11/4/2021 - Independent Advisor Alliance - DBA: (Hybrid) KORNERSTONE WEALTH MANAGEMENT, INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/01/2021 - 10 Hours Per Month/2 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 10 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-23
• S63 Uniform Securities Agent State Law Examination
  1997-09-24

Other Names

• Bernice Valrey
• Bernice Valrey Rolle