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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-07 |
| AR | RA | APPROVED | 2024-10-28 |
Branch Locations
612 West Commerce Street Suite 2, Bryant, AR 72022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | El Dorado | AR | 05/2023 | Present |
| Lambright Sports And Wellness Center | Ruston | LA | 06/2020 | 05/2023 |
| Zachary High School | Zachary | LA | 06/2016 | 06/2020 |
1) 06/10/2024 - GenWealth Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:06/10/2024 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 10/30/2024 - GenWealth Financial Advisors - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/10/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 10/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 12/13/2024 - Sage Insurance Partners - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:12/11/2024 - 4 Hrs/Mth - 4 Hrs During Trading. 4) 08/26/2025 - Spark - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/18/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 5) 08/27/2025 - Independence Advisor Alliance, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:08/18/2025 - 40 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 40 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) 03/19/2026-Scarborough Farms-Farm Assistant-Farm-Not inv related-At Dubach, LA-Start date 04/06/2026-8hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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