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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-14 |
| CA | RA | APPROVED | 2026-01-07 |
| SC | RA | APPROVED | 2026-01-07 |
| FL | RA | APPROVED | 2024-02-28 |
| NC | RA | APPROVED | 2024-01-10 |
| MD | RA | APPROVED | 2024-01-08 |
| DE | RA | APPROVED | 2024-01-03 |
| NY | RA | APPROVED | 2024-01-02 |
| NJ | RA | APPROVED | 2022-01-14 |
| PA | RA | APPROVED | 2022-01-06 |
| TX | RA | APPROVED | 2022-01-06 |
Branch Locations
782 S Brewster Road Suite B2, Vineland, NJ 08361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Conshohocken | PA | 09/2005 | 01/2022 |
| Lpl Financial Llc | Vineland | NJ | 01/2022 | Present |
| Independent Advisor Alliance, Llc | Vineland | NJ | 01/2022 | Present |
1)12/28/2021 - Liberty Point Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2022 - 120 Hr/Mth 2)12/28/2021 - Liberty Point Accounting & Tax Services - Tax Prep/Accounting/CPA - Owner - Inv Rel - At Reported Business Location(s) - Start: 02/2022 - 4 Hr/Mth 3)12/28/2021 - IPP Tax and Accounting Services - Tax Prep/Accounting/CPA - Owner - Inv Rel - At Reported Business Location(s) - Start: 03/2021 - 1 Hr/Mth 4)12/28/2021 - Real Estate Rental - Owner - Vineland, NJ - Start: 07/2004 - 5 Hr/Mth 5)12/28/2021 - Build Forever, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 03/2020 - 5 Hr/Mth 6)12/28/2021 - 3PWM LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2017 - 5 Hr/Mth 7)12/28/2021 - Il Falco Viva - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 03/2006 - 1 Hr/Mth 8)12/28/2021 - Mary Louise Duffy Trust dtd 9/29/1971 FBO Kathleen Smith - Act in a Fiduciary Capacity - Inv Rel - At Reported Business Location(s) - Start: 01/2019 9)01/27/2022 - Independent Advisor Alliance, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/07/2022 - 8 Hours Per Month/2 Hours During Securities Trading - Time Spent 5% - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 8 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. 10) 02/26/2025 - Liberty Point Advisors - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 01/07/2021 - 160 Hrs/Mth - 80 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-01 |
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