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Independent Advisor Alliance, LLC CRD 168267
$17.2B regulatory AUM 533 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-25 |
| TN | RA | APPROVED | 2025-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hhm Wealth Advisors, Llc | Chatanooga | TN | 08/2015 | 09/2025 |
| Independent Advisor Alliance | Charlotte | NC | 09/2025 | Present |
1.) LICENSED INSURANCE AGENT. TAX PREPARER - HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC SEASONAL TAX PREPARATION, 5 HOURS PER WEEK JAN - APRIL. NOT INVESTMENT RELATED 2.) SIslo Wealth Management - DBA name for RIA Business - Hixson, TN - 100% - Wealth Manager - Investment Related - 40hrs/week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-08 |
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