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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
FL RA APPROVED 2026-02-02
VA RA APPROVED 2026-01-08
AL RA APPROVED 2026-01-07
LA RA APPROVED 2026-01-07
GA RA APPROVED 2020-01-07
NC RA APPROVED 2020-01-06
TX RA APPROVED_RES 2020-01-06
SC RA APPROVED 2017-04-20
  • FL RA
    APPROVED
    Since 2026-02-02
  • VA RA
    APPROVED
    Since 2026-01-08
  • AL RA
    APPROVED
    Since 2026-01-07
  • LA RA
    APPROVED
    Since 2026-01-07
  • GA RA
    APPROVED
    Since 2020-01-07
  • NC RA
    APPROVED
    Since 2020-01-06
  • TX RA
    APPROVED_RES
    Since 2020-01-06
  • SC RA
    APPROVED
    Since 2017-04-20

Branch Locations

715 Kennerly Road, Irmo, SC 29063 • 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
Lpl Financial, Llc Irmo SC 08/2016 Present
Bluecross Blueshield Of South Carolina Columbia SC 11/2015 09/2016
Independent Advisor Alliance, Llc Irmo SC 11/2016 Present
  • 08/2016 → Present
    Lpl Financial, Llc
    Irmo, SC
  • 11/2015 → 09/2016
    Bluecross Blueshield Of South Carolina
    Columbia, SC
  • 11/2016 → Present
    Irmo, SC
Other Businesses

1) 11/2/2016 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 9/6/2016 - 173 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 03/16/2015. I expect to spend approximately 173 hours/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) 5/16/2017: Blackbridge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 07/01/2017 - 160 Hours Per Month During Securities Trading. 3) 6/5/2017: Independent Advisor Alliance - DBA: (Hybrid) Blackbridge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start 07/01/2017 - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 6/5/17. I expect to spend approximately 160 hours/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. 4) 2/28/2020 - Lewis Holdings, LLC - Investment Related - 429 Crims Creek Way, Irmo, SC 29063 - Real Estate Rental - Started 11/19/2019 - 0 Hours Per Month - Holding company for rental property. 5) 3/9/2020 - Lewis Holdings, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Started 11/19/2019 - 1 Hour Per Month During Securities Trading - Tax Preparation. 6) 10/18/2021 - SAGE Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/18/2021 - 1 Hour Per Month During Securities Trading 7) 08/24/2023 - Dixon Wells - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/07/2022 - 1 Hour Per Month/ 1 Hour During Trading 8) 05/22/2025 - Dixon Wells (now DBA Vanbridge) - Inv. Related - Insurance Agency - At Reported Business Location(s) - Start Date:12/07/2022 - 1 Hour Per Month/ 1 Hour During Trading 9) 08/15/2025 - Bridgepoint Tax and Accounting LLC - Tax Prep/Accounting/CPA - Inv. Related - At Reported Business Location(s) - Start Date:07/29/2025 - 15 Hour Per Month/ 15 Hour During Trading 10) 12/02/2025 - Other - Book Sales/Author - Not Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 0 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-01
  • S66 Uniform Combined State Law Examination
    2016-12-01
Other Names
  • Alex Dean Lewis

View on SEC IAPD

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