Best Investors Account Sign in
Current Employers
Independent Advisor Alliance, Llc

11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-06-02
  • SC RA
    APPROVED
    Since 2022-06-02

Branch Locations

1011 Tiger Blvd. Suite 600, Clemson, SC 29631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blackbridge Financial Clemson SC 11/2020 Present
Wells Fargo Advisors Seneca SC 12/2019 11/2020
Pickens County Library System-Central Clemson Branch Central SC 04/2019 12/2019
Proquest Louisville KY 10/2000 08/2019
Lpl Financial Llc Clemson SC 11/2020 Present
Independent Advisor Alliance Charlotte NC 06/2022 Present
  • 11/2020 → Present
    Blackbridge Financial
    Clemson, SC
  • 12/2019 → 11/2020
    Wells Fargo Advisors
    Seneca, SC
  • 04/2019 → 12/2019
    Pickens County Library System-Central Clemson Branch
    Central, SC
  • 10/2000 → 08/2019
    Proquest
    Louisville, KY
  • 11/2020 → Present
    Lpl Financial Llc
    Clemson, SC
  • 06/2022 → Present
    Independent Advisor Alliance
    Charlotte, NC
Other Businesses

1) 08/13/2021 - Blackbridge FinanciaL - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/28/2022 - Independent Advisor Alliance - DBA: Blackbridge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date - 11/24/2020 - 160 Hours Per Month/132 Hours During Securities Trading - I provide administrative support to Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 07/2022. 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. 3) 07/28/2022 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date - 11/24/2020 - 160 Hours Per Month/132 Hours During Securities Trading - I provide administrative support to Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 07/2022. 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. 4) 02/09/2024 - Other - Notary Public - Not Investment Related - At Reported Business Location(s) - Start Date 01/29/2020 - 1 Hour Per Month/ During Trading. 5) 08/20/2025 - Pickens County - Not Investment Related - Other - County poll worker - Pickens, SC - Start Date:11/04/2025 - 8 Hrs/Mth - 8 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-27
  • S66 Uniform Combined State Law Examination
    2022-05-27
Other Names
  • Juliet Horn
  • Juliet Horn

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Clemson, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor