Michael Andrew Cohn

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Independent Advisor Alliance, Llc

11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-01
MD	RA	APPROVED	2025-01-01
VA	RA	APPROVED	2020-02-05

FL RA
APPROVED

Since 2025-01-01
MD RA
APPROVED

Since 2025-01-01
VA RA
APPROVED

Since 2020-02-05

Branch Locations

Leesburg, VA • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Washington	DC	12/2002	01/2020
Lpl Financial, Llc	Leesburg	VA	01/2020	Present
Independent Advisor Alliance, Llc	Leesburg	VA	01/2020	Present

12/2002 → 01/2020

Ubs Financial Services Inc.

Washington, DC
01/2020 → Present

Lpl Financial, Llc

Leesburg, VA
01/2020 → Present

Independent Advisor Alliance, Llc

Leesburg, VA

Previous Registrations

2003-03-28 → 2020-02-11

Ubs Financial Services Inc.

Washington, DC

Washington, DC

Other Businesses

1. 01/30/2020 - TOURBILLION FINANCIAL ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ LEESBURG, VA 2. 01/01/2003 - MICHAEL COHN/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ LEESBURG, VA 3. 2/4/2020 - Independent Advisor Alliance, LLC - DBA: (Hybrid) Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 02/2020. 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. 4. 2/4/2020 - Independent Advisor Alliance - DBA: (Hybrid) Tourbillion Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/2020 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 02/2020. 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.