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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-12 |
| CA | RA | APPROVED | 2026-01-07 |
| NC | RA | APPROVED | 2023-11-30 |
Branch Locations
10800 Sikes Place Suite 120, Charlotte, NC 28277 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ing Reliastar Life Ins (Fka Nw Natl Life Ins Co) | Mooresville | NC | 07/1986 | Present |
| Creech Financial Llc | Charlotte | NC | 09/2001 | 10/2019 |
| National Planning Corporation | Charlotte | NC | 03/2003 | 11/2017 |
| Lpl Financial Llc | Charlotte | NC | 11/2017 | Present |
1. 10/15/2019 - BLACKBRIDGE FINANCIAL, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/10/2019 - 40 Hours Per Month/39 Hours During Securities Trading. 2. 12/07/2023 - Blackbridge Financial - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 11/28/2023 - 160 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 12/2023. I expect to spend approximately 160 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-25 |
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