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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 | 2024-02-13 |
| SC | RA | APPROVED | 2020-10-08 |
| NC | RA | APPROVED | 2020-10-02 |
Branch Locations
1501 North Main Street Suite 101, High Point, NC 27262 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2014 | 07/2020 |
| Independent Advisor Alliance | Charlotte | NC | 08/2020 | Present |
1.) High Point University Panther Club - 01/01/2017 - Non-Profit Board of Directors - 5% of time spent - High Point, NC 2.) Armfield Wealth Management, Inc. - 01/01/2017 - entity used for tax purposes - 5% of time spent - High Point, NC 3.) Armfield Wealth - 08/01/2020 - DBA for RIA business - 90% of time spent - High Point, NC 4). Armfield Wealth - fixed insurance - 12/09/2020 5.) High Point ABC Board - 06/24/2025 - High Point, NC - Board Member (non-profit) - 2hrs/mo 1hr during trading hours. I am compensated for this role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
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