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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 | 2022-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Irmo | SC | 02/2005 | 12/2021 |
| Mason Insurance Agency Llc | Columbia | SC | 10/2016 | 12/2021 |
| Lpl Financial, Llc | Columbia | SC | 12/2021 | Present |
| First Community Bank | Columbia | SC | 12/2021 | Present |
1. 12/2021 - DBA for LPL Business (entity for LPL business) - First Community Financial Consultants - Investment Related - Columbia, SC, 29201 2. 03/31/2022 - Independent Advisors Alliance LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Start Date - 12/6/21 - I provide investment advisory services through Independent Advisors Alliance LLC, an independent investment advisor firm. I started this business activity in 3/2022. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-02 |
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