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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
NJ RA APPROVED 2026-03-23
  • NJ RA
    APPROVED
    Since 2026-03-23

Branch Locations

152 Himmelein Rd Ste 400, Medford, NJ 08055 • 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
Lpl Financial Medford NJ 07/2025 Present
Josie Kellys Public House Somers Point NJ 05/2022 06/2024
Aloha Soft Serve Ocean City NJ 05/2017 09/2023
Tony P's House Of Pie Ocean City NJ 05/2017 09/2017
Topgolf Mount Laurel NJ 05/2017 05/2018
Pfg Tax Services Jupiter FL 09/2021 04/2024
Paolini Financial Group Jupiter FL 05/2024 03/2026
Medford Memorial Middle School Medford NJ 09/2015 06/2017
Independent Advisor Alliance Charlotte NC 03/2026 Present
  • 07/2025 → Present
    Lpl Financial
    Medford, NJ
  • 05/2022 → 06/2024
    Josie Kellys Public House
    Somers Point, NJ
  • 05/2017 → 09/2023
    Aloha Soft Serve
    Ocean City, NJ
  • 05/2017 → 09/2017
    Tony P's House Of Pie
    Ocean City, NJ
  • 05/2017 → 05/2018
    Topgolf
    Mount Laurel, NJ
  • 09/2021 → 04/2024
    Pfg Tax Services
    Jupiter, FL
  • 05/2024 → 03/2026
    Paolini Financial Group
    Jupiter, FL
  • 09/2015 → 06/2017
    Medford Memorial Middle School
    Medford, NJ
  • 03/2026 → Present
    Independent Advisor Alliance
    Charlotte, NC
Other Businesses

1.07/28/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Paolini Financial Group; Investment Related; at Reported Business Location(s); Start Date 07/23/2025; 160hrs/mth; 8hrs during trading 2.05/27/2026; PFG NORTH; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/26/2026; 130hrs/mth; 130hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-20
  • S66 Uniform Combined State Law Examination
    2026-03-20
Other Names
  • Jack Paolini

View on SEC IAPD

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