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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-07 |
| NV | RA | APPROVED | 2024-12-18 |
| CA | RA | APPROVED | 2024-12-17 |
| TX | RA | APPROVED_RES | 2024-12-16 |
Branch Locations
3920 Birch Street Suite 103, Newport Beach, CA 92660 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2011-08-08 |
| TX | RA | APPROVED_RES | 2011-01-20 |
| CA | RA | APPROVED | 2009-09-25 |
Branch Locations
3920 Birch St Ste 103, Newport Beach, CA 92660-2250 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cnb Consulting | Newport Beach | CA | 11/2003 | Present |
| Lpl Financial, Llc | Newport Beach | CA | 09/2009 | Present |
| Provence Wealth Management Group | Newport Beach | CA | 04/2021 | 03/2025 |
| Independent Advisor Alliance | Charlotte | NC | 12/2024 | Present |
| Revant Wealth Management Group | Irvine | CA | 03/2025 | Present |
1. 09/18/2012: CNB CONSULTING / PRESIDENT OF MY OWN EMPLOYEE BENEFITS CONSULTING PRACTICE. / PERFORMING THESE DUTIES IN MY CAPACITY AS A LICENSED ATTORNEY /TIME SPENT 30% 2. 11/04/2019 - No business name - Investment related - 10424 Madagascar Palm Street Las Vegas, NV 89141 - Real Estate Rental - start date:02/01/2015 - 1 hr/mo - 0 hrs during trading. 3. 7/20/2020 - Provence Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 8/15/2020 - 30 Hours Per Month/30 Hours During Securities Trading. 4. 04/03/2025 - INDEPENDENT ADVISOR ALLIANCE, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - STart Date: 03/01/2025 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 04/02/2025 - INDEPENDENT ADVISOR ALLIANCE, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - STart Date: 03/01/2025 - 160 Hours Per Month/8 Hours During Securities Trading. I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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. 6. 04/01/2025 - Revant Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 03/01/2025 - 160 Hours Per Month/8 Hours During Securities Trading. 7. 04/01/2025 - Revant Wealth - DBA for RIA Business (entity for RIA business) - Investment Related - At Reported Business Location(s) - Start Date: 03/01/2025 - 160 Hours Per Month/8 Hours During Securities Trading. 8. 05/02/2025 - DAVID MCKENZIE - Inv. Related - La Quinta, CA. - Real Estate Rental - Start Date:02/26/2025 - 1 Hours Per Month/0 Hours During Securities Trading. 9. 07/07/2026 - Revant Wealth LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-04 |
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