David Lee Bolick

Current Employers

Employment History

• 05/2016 → Present
  Independent Advisor Alliance, Llc
  Salisbury, NC
• 05/2016 → Present
  Lpl Finaincal Llc
  Salisbury, NC

Previous Registrations

• 2002-09-24 → 2016-05-19
  Cetera Wealth Services, Llc
  Salisbury, NC
• 2002-04-29 → 2002-07-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salisbury, NC

Other Businesses

1. 5/11/16-Bryant & Bolick Financial Services Inc.-DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- start date 5/18/16- 35% 2. 5/11/16-Bryant & Bolick Financial Services Inc.-Non-Variable Insurance- Inv. Related- at reported business location(s)- Life & Fixed Annuities- start date 7/29/2002- 5% 3. 05/26/2016 * Independent Advisor Alliance * Registered Investment Advisor * (Hybrid) Independent Advisor Alliance * inv rel * 145 E. Council Street, Salisbury, NC 28144 * 1. N/A 2. Hourly with a minimum 3. No 4. No * start 05/18/2016 * time spent 100% 4. 05/26/2016 * Independent Advisor Alliance * Registered Investment Advisor DBA * (HYbrid) Bryant & Bolick Financial Services, Inc. * inv rel * 145 E. Council Street, Salisbury, NC 28144 * start 05/18/2016 * time spent 100% 5. 6/17/2020 - Council Street Properties, LLC - Investment Related - 145 E Council St Salisbury NC 28144 - Real Estate Rental - Owner - Started 01/01/2005 - 2 Hours Per Month/0 Hours During Securities Trading. 6) 05/28/2025 - Bigfoot's Hunting Camp - Inv. Related - Other - Property company - At reported business locations - Start Date:06/21/2024 - 1 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-26
• S63 Uniform Securities Agent State Law Examination
  1996-05-02