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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
| GA | RA | APPROVED | 2026-01-08 |
| VA | RA | APPROVED | 2026-01-08 |
| AL | RA | APPROVED | 2026-01-07 |
| LA | RA | APPROVED | 2026-01-07 |
| NC | RA | APPROVED | 2022-01-07 |
| TX | RA | APPROVED | 2022-01-07 |
| SC | RA | APPROVED | 2021-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sc Dept. Of Disabilities And Special Needs | Columbia | SC | 09/2012 | 03/2021 |
| Columbia International University | Columbia | SC | 08/2009 | 05/2018 |
| Lpl Financial Llc | Irmo | SC | 02/2021 | Present |
| Independent Advisor Alliance | Irmo | SC | 06/2021 | Present |
1)03/22/2021 - Blackbridge Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2021 2)03/22/2021 - Kingston Forrest Homeowners Association, Inc - For-Profit Board Member - Non-Inv Rel - Irma, SC - Start: 09/2020 3) 6/16/2021 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/07/20210 - 160 Hours Per Month - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 06/2021. 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. 4) 10/18/2021 - Sage Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/13/2021 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-28 |
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