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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 | 2024-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R.J. Schrift Private Asset Management | Belmont | NC | 06/2024 | Present |
| Usa Hockey | Halfmoon | NY | 12/2016 | 11/2024 |
| Armfield Wealth | High Point | NC | 08/2023 | 05/2024 |
| Northway 8 Golf Center | Clifton Park | NY | 12/2020 | 08/2023 |
| High Point Country Club | High Point | NC | 09/2021 | 03/2022 |
| Movinads Marketing And Signs | Mechanicville | NY | 01/2018 | 03/2020 |
| Full-Time Education | Halfmoon | NY | 05/2014 | 06/2024 |
| Lpl Financial Llc | Belmont | NC | 07/2024 | Present |
1- 12/03/2024 - PGM Detaiiling - Non Investment Related - Business Owner - Home Based - Start Date: 01/01/2018 - 2- 12/03/2024 - R.J. Schrift Private Asset Management - INVESTMENT RELATED - DBA for LPL Business (entity for LPL business) - At business location - Start Date: 8/1/2024 - 160 HRS MNTH - 8 HRS DURING TRADING 3- 12/10/2024 - INDEPENDENT ADVISOR ALLIANCE, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 08/01/2024 - 160 Hrs/Mth - 8 Hrs During Trading- I provide administrative support to Independent Advisor Alliance, an independent investment advisor firm. I started this business activity 12/2024. 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. 4- 12/10/2024 - INDEPENDENT ADVISOR ALLIANCE - Investment Related - Registered Investment Advisor DBA - At business location - Start Date: 08/01/2024 - 160 Hrs/Mth - 8 Hrs During Trading - I provide administrative support to Independent Advisor Alliance, an independent investment advisor firm. I started this business activity 12/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-14 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
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