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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-26 |
Branch Locations
11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| MI | RA | APPROVED | 2020-01-09 |
| NC | RA | APPROVED | 2017-11-02 |
Branch Locations
615 N. Hwy 16 Business, Denver, NC 28037 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Charlotte | NC | 03/2014 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Lpl Financial Llc | Stanley | NC | 11/2017 | Present |
| Independent Advisor Alliance | Stanley | NC | 11/2017 | Present |
1) 11/14/2017 - Independent Advisor Alliance {IAA} - DBA: (Hybrid) Independent Advisor Alliance - investment related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - start date 11/15/2017 - 160 hours per month/8 hours during securities trading - times spent 100% - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 11/14/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 2) 12/3/2021 - Reber Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2021 - 160 Hours Per Month/100 Hours During Securities Trading. 3) 12/6/2021 - Reber Investments - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/01/2021 - 160 Hours Per Month/100 Hours During Securities Trading. 4) 11/18/2024 - How to talk to your partner about money and not kill each other - Other - Author - Not Investment Related - Home Based - Start Date 11/01/2024 - 60 Hours Per Month/ 0 Hours During Trading 5) 04/14/2025 - Southern Wealth Advisor Inc - Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:11/01/2017 - 0 Hrs/Mth - 0 Hrs During Trading. 6) 03/12/2026-Southern Wealth Advisors Inc-Author-Not inv related-At Stanley, NC-Start date 03/05/2026-60hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-08 |
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