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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED_RES | 2026-01-13 |
| GA | RA | APPROVED | 2025-02-24 |
| NC | RA | APPROVED | 2024-11-15 |
| SC | RA | APPROVED | 2024-01-08 |
Branch Locations
416 West Main Street, Columbia, SC 29072 • United States
514 S. Stratford Rd., Ste 333, Winston-Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crescent Financial Group | Lexington | SC | 11/2011 | Present |
| Lpl Financial Llc | Lexington | SC | 11/2011 | Present |
| Independent Advisor Alliance | Charlotte | NC | 01/2024 | Present |
1- 07/2023 / A2Z Accounting Services / Tax Prep/Accounting/CPA / Investment Related / 12 HRS Mnth / start date 9/1/1997/1604 Shull Ave, Gilbert, SC 29054 2- 07/2023 / W Realty / Mortgage/Real Estate Services / Investment Related / 1 HR Mnth / start date 8/2/2006/1604 Shull Ave, Gilbert, SC 29054 3- 08/2023 / Lisa Taylor / Notary / Investment Related / 1 HR MNTH / start date 10/22/2021/1604 Shull Ave, Gilbert, SC 29054 4- 01/19/2024 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/8/2011 - 160 Hours Per Month/ 40 Hours During Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160hours 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. 5- 01/26/2024 - Crescent Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/09/2024 - 160 Hours Per Month/ 130 Hours During Trading 6- 06/25/2024 - The Library Village Office Condo Regime Association - Inv Related - Lexington, SC - Non-Profit Board Member - Started: 4/15/2024 - 1 Hr/Mo; 0 Hr During Trading. 7- 08/06/2024 - Sage Insurance Partners - Non-Variable Insurance - Insurance Producer - Investment Related - At Reported Business Location(s) - Start Date 07/22/2024 - 10 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-04 |
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