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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-10-13 |
Branch Locations
7100 West Camino Real Suite 302-18, Boca Raton, FL 33433 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boca Raton | FL | 09/2009 | Present |
| Independent Advisors Alliance, Llc | Boca Raton | FL | 10/2014 | Present |
(1) 12/6/2010: Eberst Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (2) 10/12/2011: CAPITAS FINANCIAL - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 1% OF TIME SPENT - USING CAPITAS FINANCIAL TO PLACE LIFE INSURANCE. (3) 11/26/2013: LEVEL 7 LLC - Not Investment Related - Other-business owner - NO TIME SPENT - A MARKETING COMPANY FOR TELECOMMUNICATIONS BUSINESS APPLICATIONS FOR VOICE AND DATA . LEVEL 7 MARKETS TO BUSINESS OF ALL KINDS THAT NEED VOICE AND DATA. LEVEL 7 WORKS MARKETS DIRECTY FOR INTERNATIONAL NETWORK SOLUTIONS. (4) 10/15/2014: INDEPENDENT ADVISORS ALLIANCE - DBA: (HYBRID) INDEPENDENT ADVISORS ALLIANCE - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - Started 10/01/2014 - 80 Hours Per Month During Securities Trading - Provide advisory services. (5) 11/2/2016: Financial Strategies Group, LLP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/11/2016 - 5 Hours Per Month/1 Hour During Securities Trading - Life Insurance. (6) 2/14/2018 - Jimmy Johnsons National Billfish Championship - Not Investment Related - Key Largo, FL 33037 - Non-Profit Board Member - Started 12/12/11 - 10 Hours Per Month During Securities Trading - 10 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-01-15 |
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