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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
NC RA APPROVED 2026-06-16
  • NC RA
    APPROVED
    Since 2026-06-16

Branch Locations

11215 N Community House Rd Suite 775, Charlotte, NC 28277 • 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
The Vanguard Group, Inc. Charlotte NC 04/2023 04/2025
Midwood Smokehouse Charlotte NC 02/2023 05/2023
University Of South Carolina Columbia SC 08/2018 05/2022
Marriott Myrtle Beach SC 05/2019 06/2022
Orion Lending Charlotte NC 07/2022 01/2023
Socastee High School Myrtle Beach SC 08/2014 05/2018
Northwestern Mutual Columbia SC 05/2021 08/2021
Sweeny Wingate & Barrow Columbia SC 01/2022 04/2022
Crabby Mikes Myrtle Beach SC 05/2015 08/2017
Lpl Financial Charlotte NC 04/2025 Present
Independent Advisor Alliance Charlotte NC 04/2025 Present
  • 04/2023 → 04/2025
    The Vanguard Group, Inc.
    Charlotte, NC
  • 02/2023 → 05/2023
    Midwood Smokehouse
    Charlotte, NC
  • 08/2018 → 05/2022
    University Of South Carolina
    Columbia, SC
  • 05/2019 → 06/2022
    Marriott
    Myrtle Beach, SC
  • 07/2022 → 01/2023
    Orion Lending
    Charlotte, NC
  • 08/2014 → 05/2018
    Socastee High School
    Myrtle Beach, SC
  • 05/2021 → 08/2021
    Northwestern Mutual
    Columbia, SC
  • 01/2022 → 04/2022
    Sweeny Wingate & Barrow
    Columbia, SC
  • 05/2015 → 08/2017
    Crabby Mikes
    Myrtle Beach, SC
  • 04/2025 → Present
    Lpl Financial
    Charlotte, NC
  • 04/2025 → Present
    Independent Advisor Alliance
    Charlotte, NC
Other Businesses

1) 04/25/2025 - Independent Advisor Alliance - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 03/19/2026 - Visionary Square - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/16/2026 - 160 hours per month/ 140 hours during trading 3) 03/17/2026 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/16/2026 - 160 hours per month/ 140 hours during trading - I provide administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 3/2026. 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 2026-06-11
S63 Uniform Securities Agent State Law Examination 2023-06-26
  • S66 Uniform Combined State Law Examination
    2026-06-11
  • S63 Uniform Securities Agent State Law Examination
    2023-06-26
Other Names
  • Devin Stamp

View on SEC IAPD

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