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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-19 |
| LA | RA | APPROVED | 2024-10-31 |
| TX | RA | APPROVED_RES | 2024-01-03 |
| NY | RA | APPROVED | 2021-03-20 |
| NC | RA | APPROVED | 2014-07-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Harrisburg | NC | 07/2011 | Present |
| Independent Advisor Alliance, Llc | Harrisburg | NC | 07/2014 | Present |
1) 08/24/2011: Harrisburg Financial, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - No Time Spent - Sole owner 2) 03/31/2016: Independent Advisor Alliance - Registered Investment Advisor Hybrid - DBA: (Hybrid) Independent Advisor Alliance - Investment Related - 3916 Balmoral Ave Harrisburg, NC 28075 - Start 06/30/2014 - 80 Hr/Mo; 3 Hour(s) During Securities Trading 3) 11/10/2016: Blackbridge Financial - DBA for LPL Business (entity for LPL business) - Investment Related - 3916 Balmoral Ave Harrisburg, NC 28075 - Start 11/04/2016 - 40 Hr/Mo; 30 Hour(s) During Securities Trading. 4) 09/19/2022 - Charlotte Eagles Soccer Club - Not Investment Related - 8510 McAlpine Park Dr. Charlotte, NC 28211 - Outside/W-2 Employment - Start Date - 08/31/2022 - 30 Hours Per Month/0 Hours During Securities Trading - Charlotte Eagles Soccer Club. 5) 09/15/2025 - Charlotte Soccer Academy - Not Investment Related - Other - Club Soccer Coach - Concord, NC -Start Date:11/01/2025 - 12 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-23 |
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