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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2018-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Nashville | TN | 05/2009 | 11/2016 |
| Lpl Financial, Llc | Nashville | TN | 11/2016 | Present |
| Independent Advisor Alliance, Llc | Nashville | TN | 11/2016 | Present |
1) 10/20/2016 - Paradigm Wealth Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/1/2016 - 140 hr/mth 2) 12/21/2016 - Independent Advisor Alliance - DBA: Paradigm Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/1/2016 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through IAA, an independent investment advisor firm. I started this business activity in 11, 2016. I expect to spend approximately 140 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 3) 12/21/2016 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/1/2016 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through IAA, an independent investment advisor firm. I started this business activity in 11, 2016. I expect to spend approximately 140 hours per month on this activity. Please see the Form ADV of the advisory firm 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) 03/20/2026-Blackbridge Financial-Wealth Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/06/2026-140hrs/mth-120hrs/mth during trading 5) 03/25/2026 - Blackbridge Financial - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/06/2026 - 140 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-23 |
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