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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-08-09 |
Branch Locations
18067 W Catawba Ave Ste 206, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Advisor Alliance | Cornelius | NC | 07/2019 | Present |
| Veritas Technologies Llc | Palo Alto | CA | 09/2016 | Present |
07/2019 - Blackbridge Financial, LLC - DBA for IAA business - Cornelius, NC - 50% 09/2016 - Veritas Technologies, LLC - Non investment related, data information technology - Cornelius, NC - 50%, Sr. Manager Sales Operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-30 |
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