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Independent Advisor Alliance, LLC CRD 168267
$17.2B regulatory AUM 533 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2022 | 01/2025 |
| Jnr Properties | North Wales | PA | 09/2019 | 05/2022 |
| Creative Financial Group | Newtown Square | PA | 06/2021 | 08/2021 |
| General Nutrition Center | Altoona | PA | 09/2019 | 03/2020 |
| Sunnybrook Golf Club | Plymouth Meeting | PA | 06/2019 | 09/2019 |
| Cedarbrook Country Club | Blue Bell | PA | 11/2016 | 06/2019 |
| Lansdale Catholic High School | Lansdale | PA | 05/2012 | 11/2016 |
| Lpl Financial | Phoenix | AZ | 02/2025 | Present |
1) 04/01/2025 - NVS Investment Holdings LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Paradise Valley, AZ - Start Date: 03/11/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 2) 11/18/2025 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 11/14/2025 - 160 hours per month/ during trading - I provide administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 11/2025. 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) 11/18/2025 - Liberty Point Advisors - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 11/14/2025 - 40 hours per month/ during trading 4) 11/18/2025 - Liberty Point Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/14/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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