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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| NC | RA | APPROVED | 2026-01-09 |
| VA | RA | APPROVED | 2021-06-21 |
Branch Locations
644 Independence Parkway Suite 300, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appalachian State University | Boone | NC | 08/2017 | 05/2020 |
| Hampton Roads Academy | Newport News | VA | 09/2009 | 05/2017 |
| Lpl Financial, Llc | Chesapeake | VA | 06/2020 | Present |
| Independent Advisor Alliance, Llc | Chesapeake | VA | 06/2020 | Present |
1. 10/5/2021 - Blackbridge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/08/2021 - 160 Hours Per Month/120 Hours During Securities Trading. 2. 10/7/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 10/08/2021 - 4 Hours Per Month During Securities Trading - Selling dental and group disability income, disability, fixed annuities, life, long term care, and Medicare products. 3. 10/8/2021 - Tabbi Wealth Management LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/08/2021 - 160 Hours Per Month/120 Hours During Securities Trading. 4. 10/14/2021 - Independent Advisor Alliance - DBA: (Hybrid) Blackbridge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/08/2021 - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 10/2021. 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. 5. 10/14/2021 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 10/08/2021 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 10/2021. 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 | 2021-01-15 |
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