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Current Employers
Independent Wealth Advisors, Llc

167 E. Chatham Street Suite 300, Cary, NC 27511 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-12
  • NC RA
    APPROVED
    Since 2026-02-12

Branch Locations

167 E. Chatham Street Suite 300, Cary, NC 27511 • 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
Unemployed Morrisville NC 07/2018 10/2018
Mutual Of Omaha Insurance Company Raleigh NC 02/2017 07/2018
Bankers Life And Cusality Co. Raleigh NC 01/2017 04/2017
North Carolina State University Raleigh NC 08/2012 01/2017
Axa Advisors, Llc New York NY 11/2018 06/2020
Equitable Advisors, Llc Raleigh NC 10/2018 01/2026
North Carolina State University Raleigh NC 01/2016 12/2016
Independent Wealth Advisors, Llc Cary NC 01/2026 Present
Lpl Financial Cary NC 02/2026 Present
  • 07/2018 → 10/2018
    Unemployed
    Morrisville, NC
  • 02/2017 → 07/2018
    Mutual Of Omaha Insurance Company
    Raleigh, NC
  • 01/2017 → 04/2017
    Bankers Life And Cusality Co.
    Raleigh, NC
  • 08/2012 → 01/2017
    North Carolina State University
    Raleigh, NC
  • 11/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 10/2018 → 01/2026
    Raleigh, NC
  • 01/2016 → 12/2016
    North Carolina State University
    Raleigh, NC
  • 01/2026 → Present
    Cary, NC
  • 02/2026 → Present
    Lpl Financial
    Cary, NC
Previous Registrations
Other Businesses

1- 02/25/2026 - Independent Wealth Advisors LLC - Registered Investment Advisor Hybrid- Investment Related - At Reported Business Location(s) - Start Date 01/29/2026 - 160 hours per month/ during trading - I provide investment advisory services through Independent Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2026. 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. 2- 04/08/2026 - Crump - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/06/2026 - 15 hours per month/ during trading 3- Carr Brokerage and Insurance ; investment related: Yes; Location of the business: 167 E Chatham Street Cary North Carolina 27511 United States; Description of the business: Brokerage services and insurance/annuity services; Position Title: Agent; Responsibilities Duties: Helping clients with their brokerage / insurance portfolios ; Start date with business: 2026-02-06; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 35;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-23
  • S66 Uniform Combined State Law Examination
    2018-08-23

View on SEC IAPD

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