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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2026-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harmony Grove School | Benton | AR | 08/2015 | 05/2023 |
| Ouachita Baptist University | Arkadelphia | AR | 08/2023 | 05/2026 |
| Family Farm Christian Day Camp | Malvern | AR | 05/2019 | 07/2021 |
| Gw Lighting & Home | Benton | AR | 08/2022 | 07/2024 |
| Lpl Financial | Bryant | AR | 09/2024 | Present |
| Independent Advisor Alliance | Charlotte | NC | 06/2026 | Present |
1.06/24/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name GenWealth Financial Advisors; Investment Related; at Reported Business Location(s); Start Date 09/13/2024; 160hrs/mth; 160hrs during trading 2.07/01/2026; (Hybrid) Independent Advisor Alliance; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 09/13/2024; 160hrs/mth; 160hrs during trading; I provide administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 9/2024. 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. 3.07/07/2026; (Hybrid) GenWealth Financial Advisors; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 09/13/2024; 160hrs/mth; 160hrs during trading; 4.07/07/2026; (Hybrid) Spark; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 06/26/2026; 160hrs/mth; 130hrs during trading; 5.08/11/2026; Old South Realty; Mortgage/Real Estate Services; Not Investment Related; Benton,AR; Start Date 08/10/2026; 30hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-18 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
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