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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-01 |
| SC | RA | APPROVED | 2024-01-30 |
| GA | RA | APPROVED | 2024-01-29 |
| FL | RA | APPROVED | 2018-09-27 |
| TX | RA | APPROVED | 2018-09-24 |
Branch Locations
1431 Riverplace Blvd # 910, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jacksonville | FL | 03/2012 | Present |
| Independent Financial Partners | Jacksonville | FL | 03/2012 | 12/2018 |
| Independent Advisor Alliance, Llc | Jacksonville | FL | 09/2018 | Present |
1. 03/05/2012 - INVESTRA FINANCIAL SERVICES CORPORATION - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2.9/27/2018 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/07/2018 - 20 Hours Per Month/10 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 9/27/2018. I expect to spend approximately 20 hours/month on this activity. Please see the advisory firms 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. 3. 12/07/2023 - Independent Advisor Alliance - DBA: (Hybrid) InVestra Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/27/2018 - 210 Hours Per Month/7 Hours During Securities 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 210 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. 4. 12/07/2023 - Sage Insurance Partners - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 11/07/2023 - 4 Hours Per Month/ During Trading 5. 02/22/2024 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 30 Hours Per Month/ During Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 30 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. 03/22/2024 - Vigore LLC - Investment Related - Jacksonville, FL - Real Estate Rental - Started 01/01/2014 - 4 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-03 |
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