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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-21 |
| PA | RA | APPROVED | 2022-01-06 |
| TX | RA | APPROVED | 2022-01-06 |
Branch Locations
782 S Brewster St. Suite B2, Vineland, NJ 08361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Wayne | PA | 04/2018 | 08/2019 |
| Pwc | Philadelphia | PA | 08/2014 | 04/2018 |
| Park Avenue Securities, Llc | Wayne | PA | 08/2018 | 08/2019 |
| Guardian Life Insurance Company | King Of Pruyssia | PA | 08/2019 | 12/2020 |
| Park Avenue Securities | King Of Prussia | PA | 08/2019 | 12/2020 |
| Ameriprise Financial Services, Llc | Vineland | NJ | 12/2020 | 01/2022 |
| Independent Advisor Alliance | Charlotte | NC | 01/2022 | Present |
| Lpl Financial Llc | Vineland | NJ | 01/2022 | Present |
1) 01/06/2022 - Liberty Point Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2022 - 100 Hr/Mth 2) 01/06/2022 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2022 - 10 Hr/Mth 3) 01/06/2022 - IPP Tax & Accounting Services, LLC - Tax Prep/Accounting/CPA - Inv Rel - Ardmore, PA - Start: 01/2022 - 10 Hr/Mth 4) 01/06/2022 - Liberty Point Accounting & Tax Services - Tax Prep/Accounting/CPA - Inv Rel - Ardmore, PA - Start: 10 Hr/Mth 5) 06/27/2023 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 01/07/2022 - 120 Hours Per Month/ 8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 06/2023. 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 02/26/2025 - Liberty Point Advisors - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/11/2025 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-19 |
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