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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-24 |
| WA | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brockman Capital Management, Llc | Bellingham | WA | 02/2019 | 06/2026 |
| Bellevue High School | Bellevue | WA | 08/2015 | Present |
| Independent Advisor Alliance | Charlotte | NC | 06/2026 | Present |
1) Bellevue High School; not investment-related; Bellevue, WA; High School CTE Educator; 08/2015 - Present 2) Licensed insurance agent; not investment-related; Washington State; Insurance sales; Agent/Producer; 09/05/2025 - Present; Approximately 5 hours/month; 0 hours during securities trading hours; Sale of insurance products separate from advisory services. 3) 06/2026 - Tallus Capital Management - Investment Related - DBA of RIA - At reported business location - 160 hours/month - 120 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-31 |
| S66 | Uniform Combined State Law Examination | 2013-10-17 |
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