John Hoagland Easley

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → Present
  Lpl Financial Llc
  Seattle, WA
• 05/2011 → 08/2025
  Financial Advocates Investment Management
  Seattle, WA
• 10/2009 → Present
  Tallus Capital Management, Llc
  Seattle, WA
• 08/2025 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2011-05-09 → 2025-09-25
  Financial Advocates Investment Management
  Seattle, WA
  Olympia, WA
• 2004-04-30 → 2009-10-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
  Seattle, WA
• 2002-08-28 → 2004-05-08
  Quick & Reilly, Inc.
  Seattle, WA

Other Businesses

1. 09/24/2010: TALLUS CAPITAL MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - PARTNER / AGENT. SELL INS TYPE: FIXED ANNUITIES, LIFE, LONG-TERM CARE 2. 05/11/2011: FINANCIAL ADVOCATES INVESTMENT MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) TALLUS CAPITAL MANAGEMENT - 65% OF TIME SPENT 3. 04/17/2013: JHE III, LLC - FOR ACCOUNTING PURPOSES ONLY - Business Entity For Tax/Investment Purposes Only - Investment Related. 4. 08/29/2013: TALLUS CAPITAL MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 5. 06/26/2015: TALLUS CAPITAL MANAGEMENT, LLC - INV REL - 2101 4TH AVE STE 910 SEATTLE WA 98121 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 10/02/2009 - NO TIME SPENT. 6. 5/5/2017 - Mediscource - Investment Related - Location: N/A ONLINE - Other-Business Owner - Co-Owner - Started 05/01/2017 - 5 Hours Per Month/1 Hour During Securities Trading - Mediscource Planning. 7) 09/10/2025 - Independent Advisor Alliance, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 08/29/2025 - 160 Hrs/Mth - 7 Hrs During Trading .I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 8/2025. 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. 8) 09/10/2025 - Tallus Capital - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 08/29/2025 - 10 Hrs/Mth - 1 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-20
• S63 Uniform Securities Agent State Law Examination
  1995-01-07