Jefferson Linwood Pitt

Current Employers

Employment History

• 11/2020 → 11/2025
  Independent Advisor Alliance
  Charlotte, NC
• 12/2020 → 11/2025
  Lpl Financial Llc
  Charlotte, NC
• 11/2025 → Present
  Osaic Wealth Inc
  Charlotte, NC
• 09/2018 → 09/2020
  Lpl Financial Llc
  Fort Mill, SC
• 10/2014 → 09/2018
  Tiaa
  Charlotte, NC
• 10/2014 → 09/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC

Previous Registrations

• 2020-12-16 → 2025-11-06
  Independent Advisor Alliance, Llc
  Charlotte, NC
• 2018-09-17 → 2020-09-25
  Lpl Financial Llc
  Fort Mill, SC
• 2014-12-05 → 2018-09-10
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Charlotte, NC
• 2010-09-24 → 2014-10-21
  Lpl Financial Llc
  Charlotte, NC
  Fort Mill, SC

Other Businesses

1) REAL ESTATE RENTAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2020 ADDRESS: 8326 Greencastle Dr, Charlotte NC 28210, United States DESCRIPTION: I own 2 rental properties. The property management is outsourced to a 3rd party property manager who handles all tenant related items such as collecting rent and maintenance needs. 2) GCG WEALTH MANAGEMENT POSITION: Chief Experience Officer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/24/2025 ADDRESS: 1415 Vantage Park Dr, STE 250, Charlotte NC 28203, United States DESCRIPTION: Manage operations staff, advisor relationships and execution of firm projects, initiatives. I am securities licensed, but am not in a production role. 3) FEATHERY POSITION: Consultant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2024 ADDRESS: 2261 Market St, ste 4263, San Francisco CA 94111, United States DESCRIPTION: Feathery is a digital form and data intake technology platform that works within the financial services industry. They offer the ability to create custom forms that can be routed to different places where needed. My role is largely to help them better understand the financial services industry and I connect with them once a month to answer general questions they have about the wealth management and RIA space. My role involves connecting with the company's CEO and other employees to share general Financial Services industry information, trends, and give them feedback on solutions they may be working on.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-09
• S63 Uniform Securities Agent State Law Examination
  2006-07-21

Other Names

• Jefferson L Pitt