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Current Employers
Independent Advisor Alliance, Llc

11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-23
  • NC RA
    APPROVED
    Since 2026-07-23

Branch Locations

11215 N. Community House Rd St 775, Charlotte, NC 28277 • United States

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aldi Greece NY 05/2019 03/2021
Brighton Securities Rochester NY 08/2021 01/2022
Spencerport High School Spencerport NY 09/2013 06/2017
Schaffer & Company Asset Management, Inc. Rochester NY 02/2022 03/2023
Securities America, Inc. Pittsford NY 04/2023 05/2024
Wealthplan Partners Pittsford NY 04/2023 05/2024
Suny Plattsburgh Plattsburgh NY 08/2018 05/2021
Cinemark Tinseltown Rochester NY 10/2015 05/2017
Perri's Pizzeria Rochester NY 05/2017 08/2020
Private Advisor Group, Llc Morristown NJ 05/2024 07/2026
Independent Advisor Alliance Charlotte NC 07/2026 Present
  • 05/2019 → 03/2021
    Aldi
    Greece, NY
  • 08/2021 → 01/2022
    Brighton Securities
    Rochester, NY
  • 09/2013 → 06/2017
    Spencerport High School
    Spencerport, NY
  • 02/2022 → 03/2023
    Rochester, NY
  • 04/2023 → 05/2024
    Securities America, Inc.
    Pittsford, NY
  • 04/2023 → 05/2024
    Wealthplan Partners
    Pittsford, NY
  • 08/2018 → 05/2021
    Suny Plattsburgh
    Plattsburgh, NY
  • 10/2015 → 05/2017
    Cinemark Tinseltown
    Rochester, NY
  • 05/2017 → 08/2020
    Perri's Pizzeria
    Rochester, NY
  • 05/2024 → 07/2026
    Morristown, NJ
  • 07/2026 → Present
    Independent Advisor Alliance
    Charlotte, NC
Previous Registrations
Other Businesses

1.07/2026- Precision Point Wealth Management - DBA for RIA business - Liscensed Admin - Inv Related - 160/hrs 2.07/2026- Precision Point Wealth Management - DBA for LPL business - Liscensed Admin - Inv Related - 160/hrs 3.Mr. Czamara holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Czamara provides. Mr. Czamara may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Czamara to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2022-01-07
Designations

View on SEC IAPD

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