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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-15 |
| CA | RA | APPROVED | 2021-09-10 |
| CO | RA | APPROVED | 2021-07-29 |
Branch Locations
9481 Irvine Center Dr, Irvine, CA 92618 • United States
Redmond, WA • United States
11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-18 |
| CA | RA | APPROVED | 2024-12-16 |
| CO | RA | APPROVED | 2024-12-16 |
Branch Locations
9481 Irvine Center Dr., Irvine, CA 92618 • United States
Redmond, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Irvine | CA | 03/2015 | Present |
| Provence Wealth Management Group | Irvine | CA | 12/2018 | 12/2024 |
| Independent Advisor Alliance | Charlotte | NC | 12/2024 | Present |
| Revant Wealth Management Group | Irvine | CA | 12/2024 | Present |
1. 04/02/2025 - INDEPENDENT ADVISOR ALLIANCE, LLC - Registered Investment Advisor Hybrid - Investment Related - Irvine CA - Start Date: 02/28/2025 - 160 Hrs/Mth - 8 Hrs During Trading - I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 40 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 04/03/2025 - Independent Advisor Alliance, LLC - Registered Investment Advisor DBA - Investment related - Dr. Irvine CA - Start Date: 02/28/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 3. 05/20/2025 - Opus Consulting LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date: 04/03/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 4. 09/08/2025 - Stephs Two Cents - DBA for LPL Business (entity for LPL business) - Inv Rel- At Reported Business Location(s) - Start Date: 09/09/2025 - 2 Hrs/Mth - 2 Hrs During Trading. 5. 06/10/2025 - Revant Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2025 - 160 hours per month/ 80 hours during trading 6. 06/16/2026 - Revant Wealth - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/01/2025 - 160 hours per month/ 80 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-20 |
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