Best Investors Account Sign in
Current Employers
Independent Advisor Alliance, Llc

11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-08
TX RA APPROVED_RES 2026-01-07
VA RA APPROVED 2019-07-12
  • NC RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED_RES
    Since 2026-01-07
  • VA RA
    APPROVED
    Since 2019-07-12

Branch Locations

644 Independence Parkway Suite 300, Chesapeake, VA 23320 • 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
Blackridge Financial Chesapeake VA 06/2016 Present
West Virginia University Morgantown WV 08/2014 08/2017
Lpl Financial, Llc Chesapeake VA 12/2017 Present
Independent Advisor Alliance, Llc Chesapeake VA 01/2018 Present
  • 06/2016 → Present
    Blackridge Financial
    Chesapeake, VA
  • 08/2014 → 08/2017
    West Virginia University
    Morgantown, WV
  • 12/2017 → Present
    Lpl Financial, Llc
    Chesapeake, VA
  • 01/2018 → Present
    Chesapeake, VA
Other Businesses

1. 2/12/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 1/15/2016 - 5 Hours Per Month/0 Hours During Securities Trading - Time Spent 5% - Life Insurance, Health Insurance, Long term care insurance, and fixed annuities. 2. 10/4/2021 - Blackbridge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/08/2021 - 160 Hours Per Month/120 Hours During Securities Trading. 3. 10/7/2021 - True Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 10/08/2021 - 160 Hours Per Month/120 Hours During Securities Trading. 4. 10/14/2021 - Independent Advisor Alliance - DBA: (Hybrid) Blackbridge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/08/2021 - 160 Hours Per Month/120 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 10/2021. 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. 5. 10/14/2021 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/08/2021 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 10/2021. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-29
  • S66 Uniform Combined State Law Examination
    2018-10-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chesapeake, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor