Lauren Grames

Current Employers

Employment History

• 09/2015 → 06/2020
  Mutual Of Omaha
  Omaha, NE
• 06/2020 → 06/2023
  Mutual Of Omaha Investor Services
  Omaha, NE
• 06/2020 → 06/2023
  Mutual Of Omaha Insurance Company
  Omaha, NE
• 08/2023 → 12/2023
  W&S Brokerage Services
  Cincinnati, OH
• 06/2023 → 12/2023
  Western & Southern Life
  Charlotte, NC
• 12/2023 → 10/2024
  Equity Services Inc
  Montpelier, VT
• 12/2023 → 10/2024
  National Life Group
  Charlotte, NC
• 11/2024 → Present
  Lpl Financial, Llc
  Charlotte, NC

Previous Registrations

• 2023-12-06 → 2024-10-31
  Equity Services, Inc.
  Charlotte, NC
• 2023-08-10 → 2023-12-01
  W&S Brokerage Services, Inc.
  Charlotte, NC
• 2020-11-03 → 2023-07-11
  Mutual Of Omaha Investor Services, Inc.
  Charlotte, NC

Other Businesses

1- 11/2024 / Independent Advisor Alliance / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 11/12/2024 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 11/11/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to INDEPENDENT ADVISOR ALLIANCE, LLC, an independent investment advisor firm. I started this business activity 11/2024. 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 03/17/2026 - Visionary Square - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/16/2026 - 160 hours per month/ 140 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-09-15
• S65 Uniform Investment Adviser Law Examination
  2020-11-03

Other Names

• Lauren Taylor Baker
• Lauren Baker