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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Withrop University | Rock Hill | SC | 08/2014 | 05/2018 |
| Family Trust Fcu | Rock Hill | SC | 05/2017 | 08/2019 |
| The Flipside Restaurant | Rock Hill | SC | 11/2016 | 05/2017 |
| Grill Marx Steak House And Raw Bar | Olney | MD | 03/2014 | 01/2017 |
| Lpl Financial Llc | Timonium | MD | 08/2019 | 05/2020 |
| Hergenroeder Financial Advisors, Inc. | Timonium | MD | 08/2019 | 02/2021 |
| Hergenroeder Financial Advisors, Inc. | Timonium | MD | 02/2021 | 08/2025 |
| Lpl Financial Llc | Columbia | SC | 05/2020 | Present |
| Independent Advisor Alliance | Charlotte | NC | 08/2025 | Present |
1) 10/01/2025 - Independent Advisor Alliance, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:08/25/2025 - 160 Hrs/Mth - 100 Hrs During Trading. 2) 10/06/2025 - InVestra - Investment Related -Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:08/25/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 3) 10/07/2025 - InVestra - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/25/2025 - 160 Hrs/Mth - 160 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-02 |
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