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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-10-22 |
Branch Locations
196 1/2 South River Avenue, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Grand Rapids | MI | 12/2015 | 10/2017 |
| Lpl Financial Llc | Holland | MI | 11/2017 | Present |
| Independent Financial Partners | Holland | MI | 11/2017 | Present |
| Independent Advisor Alliance | Holland | MI | 10/2018 | Present |
1. 11/14/2017 - Vander Lugt Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/13/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50%. 2. 10/29/2018 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/22/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 10/29/2018. I expect to spend approximately 8 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. 3. 10/29/2018 - Vander Lugt Capital Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/22/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 10/29/2018. I expect to spend approximately 8 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. 4. 09/18/2019 - Hansen Brokerage - Investment related - At reported business location(s) - Non-Variable Insurance - start date:08/12/2019 - 3 hrs/mo - 3 hrs during trading. 5) 09/12/2025 - DIBroker East - Investment Related - Non-Variable Insurance - At reported business location(s) - Start Date:09/02/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-08 |
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