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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-08 |
| LA | RA | APPROVED | 2026-01-07 |
| FL | RA | APPROVED | 2023-10-27 |
| OH | RA | APPROVED | 2023-10-19 |
Branch Locations
4505 Stephens Cir Nw Suite 102, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Market Financial Advisors | Canton | OH | 05/2007 | Present |
| Lpl Financial Llc | Canton | OH | 05/2011 | 03/2022 |
| Independent Financial Partners | Canton | OH | 06/2011 | 05/2019 |
| Independent Advisor Alliance, Llc | Canton | OH | 05/2019 | 03/2022 |
| Ifp Securites, Inc. | Tampa | FL | 03/2022 | 10/2023 |
| Lpl Financial, Llc | Canton | OH | 10/2023 | Present |
| Independent Advisor Alliance | Charlotte | NC | 10/2023 | Present |
1- 10/19/2023 / New Market Financial Advisors / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / 40 HRS DURING TRADING 2- 10/19/2023 / Brandon Lancaster - Non-Variable Insurance / NON-VARIABLE INSURANCE / INVESTMENT RELATED / 1 HRS MNTH / START DATE 05/01/2007 3- 10/19/2023 / New Market Financial Experts LLC / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / 160 HRS MNTH / 40 HRS DURING TRADING 4- 10/2023 / New Market Financial Advisors / DBA for IAA Business / INVESTMENT RELATED / 160 HRS MNTH / 40 HRS DURING TRADING 5- 10/24/2023 - NewMarket Financial Advisors - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/20/2023 - 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 10/24/2023. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6- 10/24/2023 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 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 10/24/2023. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7- 02/05/2024 - Sage Insurance Partners - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 2/1/2024 - 4 Hrs/mo During Trading. 8- 10/31/2024 - Highland Capital Brokerage- Non-Variable Insurance- Agent - Investment Related - At Reported Business Location(s) - Start Date 01/09/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-23 |
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