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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-26 |
| TX | RA | APPROVED | 2024-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Community Bank | Columbia | SC | 01/2024 | Present |
| Truist Bank | Greenville | SC | 10/2017 | 01/2024 |
| Freight Handlers Inc | Lansing | MI | 06/2015 | 09/2017 |
| Lpl Financial Llc | Columbia | SC | 01/2024 | Present |
| Independent Advisor Alliance | Charlotte | NC | 04/2024 | Present |
1- 02/26/2024 / First Community Financial Consultants / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s). - start date: 1/26/2024 2- 02/26/2024 / Skey Properties LLC / Business Entity For Tax/Investment Purposes Only / Not investment related /1 hr mth / 0 hrs during trading / Start Date: 01/05/2019 3- 02/26/2024/ Skey Properties LLC / Real Estate Rental / 1 hr mth / 0 hrs during trading / Start Date: 01/05/2019 4- 02/26/2024 / Nicholas Skey / Notary / Investment Related / Start date: 06/18/2018 5- 05/29/2024 / Independant Advisor Alliance - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Started: 4/18/2024 - 160 Hrs/Mo; 40 Hrs During Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 4/2024. 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. 6- 05/29/2024 / Independent Advisor Alliance DBA First Community Financial Consultants - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 4/18/2024 - 160 Hrs/Mo; 40 Hrs During Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 4/2024. 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. 7.10/10/2025 - Saybrus Partners - Non-Variable Insurance - Inv Related - At Reported Business Location(s) - Start date: 9/15/2025 - 1hrs/mnth during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-16 |
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