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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-06-02 |
Branch Locations
1011 Tiger Blvd. Suite 600, Clemson, SC 29631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
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