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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| NC | RA | APPROVED | 2018-01-11 |
| GA | RA | APPROVED | 2015-12-11 |
| SC | RA | APPROVED | 2014-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Aiken | SC | 08/2014 | Present |
| Independent Advisor Alliance, Llc | Aiken | SC | 08/2014 | Present |
(1) 08/21/2014: CRESCENT FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 111-B LIBRARY HILL LN, LEVINGTON, SC 29072 - START 08/21/2014 - 100% OF TIME SPENT (2) 08/27/2014: INDEPENDENT ADVISOR ALLIANCE, LLC - INV REL - 12610 N COMMUNITY HOUSE ROAD - REGISTERED INVESTMENT ADVISOR HYBRID: INDEPENDENT ADVISOR ALLIANCE, LLC - START 08/21/2014 - 100% OF TIME SPENT - INVESTMENT ADVISOR REPRESENTIVE (3) 07/03/2023 - Atlas Construction - Investment Related - At Reported Business Location(s) - Other - Office / Rent sharing - Start Date 01/02/2023 - 0 Hours Per Month/ 0 Hours During Securities Trading (4) 09/19/2023 - Tripple B Farms - Other - Farming - Owner/ Farmer - Not Investment Related - Home Based - Start Date 09/08/2023 - 30 Hours per Month/ 0 Hours During Trading (5) 12/04/2024 - Sage Insurance Partners - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/03/2024 - 4 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-22 |
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