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167 E. Chatham Street Suite 300, Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-19 |
Branch Locations
167 E. Chatham Street Suite 300, Cary, NC 27511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cristy Johnson/ Said And Done | Cary | NC | 07/2007 | Present |
| Lpl Financial, Llc | Cary | NC | 12/2015 | Present |
| Independent Wealth Advisors | Cary | NC | 03/2024 | Present |
| Independent Wealth Advisors | Cary | NC | 03/2024 | Present |
| Said And Done Llc | Cary | NC | 07/2007 | Present |
1. 07/01/2007 - SAID AND DONE LLC/ OTHER/ INVESTMENT RELATED/ 45%/ CARY, NC 2. 05/01/2019 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 10%/ CARY, NC 27518 3. 01/17/2024 - Independent Wealth Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/15/2024 - 40 Hours Per Month/ During Trading 4. 12/03/2025 - Independent Wealth Advisors LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/15/2024 - 120 hours per month/ 100 hours during trading - I provide administrative support to Independent Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 11/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
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