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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-28 |
| NC | RA | APPROVED | 2016-07-05 |
Branch Locations
1013 Chestnut Lane Suite 130, Matthews, NC 28104 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Matthews | NC | 03/2014 | Present |
| Independent Advisor Alliance, Llc | Matthews | NC | 06/2016 | Present |
(1) 05/07/2015: RUTLEDGE FINANCIAL PARTNERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 05/06/2015 - 50% (2) 06/23/2016 * Independent Advisor Alliance * Registered Investment Advisor DBA * (Hybrid)Rutledge Financial Partners * INV REL * 1013 Chestnut Lane, Suite 130 Matthews, NC. 28104 * START 05/24/2016 * 100 HRS/MO DURING SECS TRDG HRS (3) 06/23/2016 * Independent Advisor Alliance * Registered Investment Advisor Hybrid * (Hybrid) Independent Advisor Alliance * INV REL * 1013 Chestnut Lane, Suite 130 Matthews, NC. 28104 * START 05/24/2016 * 60 HRS/MO DURING SECS TRDG HRS. (4) 7/3/2019 - Rutledge Financial Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 02/01/2019 - 40 Hours Per Month/2 Hours During Securities Trading. (5) 04/15/2024 - Red Key Ventures - Other - Entertainment - Part-Owner - Not Investment Related - Various Location(s) - Start Date 07/08/2022 - 24 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-24 |
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