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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 | 2025-03-28 |
| KS | RA | APPROVED | 2019-04-25 |
| MO | RA | APPROVED | 2019-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Leawood | KS | 05/2012 | Present |
| Independent Financial Partners | Leawood | KS | 05/2012 | 04/2019 |
| Independent Advisor Alliance, Llc | Leawood | KS | 04/2019 | Present |
1. 8/2/2016 - IFP Insurance Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started Date: 01/01/2016 - 1 Hour Per Month During Securities Trading. 2. 5/2/2019 - Independent Advisor Alliance - DBA: (Hybrid) Deckert Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2019 - 100 Hours Per Month During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 5/2/2019. I expect to spend approximately 100 hours/month on this activity. Please see the advisory firms 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. 7/12/2019 - Deckert Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/26/2019 - 20 Hours Per Month During Securities Trading. 4. 2/7/2022 - Sage Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 2/4/2022 - 5 Hours Per Month/3 Hours During Securities Trading - Non-variable insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-10 |
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