Best Investors
Account
Sign in
Best Investors
Account
Sign in
11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-01 |
Branch Locations
11215 N. Community House Road Suite 775, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp | Charlotte | NC | 10/2007 | 01/2021 |
| Independent Advisor Alliance | Charlotte | NC | 01/2021 | Present |
| Lpl Financial, Llc | Charlotte | NC | 01/2021 | Present |
1. 2/2/2021 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 03/25/2026 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/25/2021 - 160 hours per month/ 140 hours during trading - I provide administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 5/2021. 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. 3. 03/25/2026 - Visionary Square - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 01/25/2021 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-11 |
Reach out to this advisor