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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-04 |
| VA | RA | APPROVED | 2022-01-07 |
| FL | RA | APPROVED | 2019-02-01 |
| SC | RA | APPROVED | 2015-04-22 |
| NC | RA | APPROVED | 2015-04-20 |
Branch Locations
4777 Sharon Road Suite 540, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 04/2015 | Present |
| Independent Advisor Alliance, Llc | Charlotte | NC | 04/2015 | Present |
1. 04/20/2015: SECOND HALF STRATEGIES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 30% OF TIME SPENT 2. 04/20/2015: 2ND HALF STRATEGIES LLC - INV REL - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - 1% OF TIME SPENT - OWNER 3. 04/20/2015: DAVID G CURRY JR - IVN REL - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - AGENT. INS TYPES: DISABILITY, LIFE, LONG-TERM CARE, FIXED ANNUITIES 4. 06/15/2015: INDEPENDENT ADVISOR ALLIANCE - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) INDEPENDENT ADVISOR ALLIANCE - 70% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE. 5. 09/22/2015 - Advisory Partners LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Started 09/11/15 - 8 Hours Per Month/4 Hours During Securities Trading. 6. 02/08/2016 - Independent Advisor Alliance - DBA: Second Half Strategies - INV REL - 4777 Sharon Road, Suite 540, Charlotte, NC 28173 - Registered Investment Advisor DBA - START 11/17/2015 - 160 HOURS PER MONTH, 70 DURING TRADING. 7. 12/02/2021 - Bravo Charlie Aviation, LLC - Business Entity For Tax/Investment Purposes Only - Manager - Not Investment Related - Home Based - Start Date 11/29/2021 - 1 Hour Per Month/ 0 Hours During Trading 8. 10/13/2023 - Second Half Strategies, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 04/20/2015 - 1 Hour Per Month/ 0 Hours During Trading 9. 09/30/2024 - Litchfield Stoker, LLC - Other - Aircraft Hangar - Not investment Related - 7321 Edenbridge Lane Charlotte, NC 28226 - Start Date 09/03/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-19 |
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