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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
ND RA APPROVED 2026-01-15
  • ND RA
    APPROVED
    Since 2026-01-15

Branch Locations

1930 Burnt Boat Dr. Suite A, Bismarck, ND 58503 • 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
National Information Solutions Cooperative Mandan ND 05/2019 04/2023
Gate City Bank Bismarck ND 08/2018 05/2019
Total Quality Maintenance Bismarck ND 02/2018 08/2018
University Of Mary Bismarck ND 09/2017 04/2020
Unlimited Lawn Care Minot ND 05/2017 09/2017
Des Lacs Burlington High School Des Lacs ND 08/2012 05/2017
Lpl Financial Bismark ND 04/2023 Present
Independent Advisor Alliance Charlotte NC 01/2026 Present
  • 05/2019 → 04/2023
    National Information Solutions Cooperative
    Mandan, ND
  • 08/2018 → 05/2019
    Gate City Bank
    Bismarck, ND
  • 02/2018 → 08/2018
    Total Quality Maintenance
    Bismarck, ND
  • 09/2017 → 04/2020
    University Of Mary
    Bismarck, ND
  • 05/2017 → 09/2017
    Unlimited Lawn Care
    Minot, ND
  • 08/2012 → 05/2017
    Des Lacs Burlington High School
    Des Lacs, ND
  • 04/2023 → Present
    Lpl Financial
    Bismark, ND
  • 01/2026 → Present
    Independent Advisor Alliance
    Charlotte, NC
Other Businesses

1) 04/20/2023 - North Point Financial Planners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2023 - 160 Hr/Mth 2) 01/07/2026 - North Point Financial Planners - DBA for RIA Business - Inv Rel - At Reported Business Location(s) - Start: 01/2026 - 160 Hr/Mth 3) 04/05/2024 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 03/26/2024 - 160 Hours Per Month/ 160 Hours During Trading - I provide administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity 3/2024. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-06
  • S66 Uniform Combined State Law Examination
    2024-03-06

View on SEC IAPD

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