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Current Employers
Independent Advisor Alliance, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-08-05
  • MI RA
    APPROVED
    Since 2021-08-05

Branch Locations

196 1/2 South River Avenue, Holland, MI 49423 • 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
Vander Lugt Capital Management Holland MI 05/2020 Present
Grand Valley State University Allendale MI 09/2015 05/2020
Pereddies Restaurant Holland MI 09/2013 09/2018
City Of Wayland Wayland MI 05/2019 09/2019
Quality Energy Inc Holland MI 12/2017 01/2020
Lpl Financial Llc Holland MI 05/2020 Present
  • 05/2020 → Present
    Vander Lugt Capital Management
    Holland, MI
  • 09/2015 → 05/2020
    Grand Valley State University
    Allendale, MI
  • 09/2013 → 09/2018
    Pereddies Restaurant
    Holland, MI
  • 05/2019 → 09/2019
    City Of Wayland
    Wayland, MI
  • 12/2017 → 01/2020
    Quality Energy Inc
    Holland, MI
  • 05/2020 → Present
    Lpl Financial Llc
    Holland, MI
Other Businesses

1)1/20/21- VANDER LUGT CAPITAL MANAGEMENT- DBA for LPL Business (entity for LPL business)- Inv. Related- Holland, MI - 100% 2) 03/22/2022 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 03/03/2022 - 160 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 3/2022. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-04
  • S66 Uniform Combined State Law Examination
    2021-08-04

View on SEC IAPD

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