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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
SC RA APPROVED 2026-04-08
  • SC RA
    APPROVED
    Since 2026-04-08

Branch Locations

3112 Devine Street Suite A, Columbia, SC 29205 • 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
Crayton Middle School Columbia SC 08/2014 05/2017
Ac Flora High School Columbia SC 05/2017 08/2021
Clemson University Clemson SC 05/2021 05/2025
Barnes And Noble Booksellers Clemson SC 01/2022 01/2022
Clemson University Clemson SC 08/2022 12/2023
Burger Tavern 77 Columbia SC 05/2022 08/2023
Cason Development Group Columbia SC 05/2022 08/2022
Sage Financial Systems Columbia SC 05/2023 08/2023
Sage Financial Systems Columbia SC 06/2024 08/2024
Lpl Financial Llc Columbia SC 05/2025 Present
Independent Advisor Alliance Charlotte NC 04/2026 Present
  • 08/2014 → 05/2017
    Crayton Middle School
    Columbia, SC
  • 05/2017 → 08/2021
    Ac Flora High School
    Columbia, SC
  • 05/2021 → 05/2025
    Clemson University
    Clemson, SC
  • 01/2022 → 01/2022
    Barnes And Noble Booksellers
    Clemson, SC
  • 08/2022 → 12/2023
    Clemson University
    Clemson, SC
  • 05/2022 → 08/2023
    Burger Tavern 77
    Columbia, SC
  • 05/2022 → 08/2022
    Cason Development Group
    Columbia, SC
  • 05/2023 → 08/2023
    Sage Financial Systems
    Columbia, SC
  • 06/2024 → 08/2024
    Sage Financial Systems
    Columbia, SC
  • 05/2025 → Present
    Lpl Financial Llc
    Columbia, SC
  • 04/2026 → Present
    Independent Advisor Alliance
    Charlotte, NC
Other Businesses

1) 11/24/2025 - Sage Financial Systems - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 04/13/2026 - INDEPENDENT ADVISOR ALLIANCE, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 11/12/2025 - 160 hours per month/ 154 hours during trading -I provide administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 11/2025. 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) 04/13/2026 - Sage Financial System - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 11/12/2025 - 160 hours per month/ 154 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-31
  • S66 Uniform Combined State Law Examination
    2026-03-31
Other Names
  • Nick Sherrer
  • Nick Gramling Sherrer

View on SEC IAPD

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