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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
FL RA APPROVED 2026-02-02
GA RA APPROVED 2026-01-20
AL RA APPROVED 2026-01-07
LA RA APPROVED 2026-01-07
NC RA APPROVED 2026-01-07
TX RA APPROVED 2026-01-07
VA RA APPROVED 2026-01-07
SC RA APPROVED 2024-09-30
  • FL RA
    APPROVED
    Since 2026-02-02
  • GA RA
    APPROVED
    Since 2026-01-20
  • AL RA
    APPROVED
    Since 2026-01-07
  • LA RA
    APPROVED
    Since 2026-01-07
  • NC RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED
    Since 2026-01-07
  • VA RA
    APPROVED
    Since 2026-01-07
  • SC RA
    APPROVED
    Since 2024-09-30

Branch Locations

715 Kennerly Road, Irmo, SC 29063 • 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
Mississippi State University, Center For America's Veterans Starkville MS 05/2024 05/2024
Young Life, Student Staff Starkville MS 08/2020 08/2022
The Baylor School Chattanooga TN 05/2022 08/2022
Sharptop Cove Jasper GA 05/2021 08/2021
The Baylor School Chattanooga TN 05/2020 08/2020
The Baylor School Chattanooga TN 05/2019 08/2019
The Baylor School Chattanooga TN 05/2018 08/2018
Mississippi State University Starkville MS 08/2019 05/2024
Signal Mountain Middle High School Signal Mountain TN 08/2013 05/2019
Chattanooga Lookouts Chattanooga TN 07/2017 08/2017
Lpl Financial Llc Irmo SC 05/2024 Present
  • 05/2024 → 05/2024
    Mississippi State University, Center For America's Veterans
    Starkville, MS
  • 08/2020 → 08/2022
    Young Life, Student Staff
    Starkville, MS
  • 05/2022 → 08/2022
    The Baylor School
    Chattanooga, TN
  • 05/2021 → 08/2021
    Sharptop Cove
    Jasper, GA
  • 05/2020 → 08/2020
    The Baylor School
    Chattanooga, TN
  • 05/2019 → 08/2019
    The Baylor School
    Chattanooga, TN
  • 05/2018 → 08/2018
    The Baylor School
    Chattanooga, TN
  • 08/2019 → 05/2024
    Mississippi State University
    Starkville, MS
  • 08/2013 → 05/2019
    Signal Mountain Middle High School
    Signal Mountain, TN
  • 07/2017 → 08/2017
    Chattanooga Lookouts
    Chattanooga, TN
  • 05/2024 → Present
    Lpl Financial Llc
    Irmo, SC
Other Businesses

1 - 07/22/2024 - Blackbridge Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 173 Hours/Month - At reported business location(s). 2 - 10/03/2024 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 09/20/2024 - 120 Hours Per Month/ During Trading - I provide administrative support to Independent Advisor Alliance, an independent investment advisor firm. I started this business activity 1/2024. 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. 3 - 10/03/2024 - Blackbridge Financial - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 09/20/2024 - 120 Hours Per Month/ During Trading - I provide administrative support to Independent Advisor Alliance, an independent investment advisor firm. I started this business activity 1/2024. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20

View on SEC IAPD

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