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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-03 |
| TN | RA | APPROVED | 2025-11-24 |
Branch Locations
725 Cool Springs Boulevard Suite 315, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Franklin | TN | 06/2024 | Present |
| Sacred Heart Cathedral | Knoxville | TN | 09/2020 | 07/2023 |
| University Of Knoxville | Knoxville | TN | 08/2019 | 09/2020 |
| Blaze Pizza | Brentwood | TN | 03/2018 | 08/2019 |
| Ravenwood High School | Brentwood | TN | 08/2015 | 05/2019 |
| Unemployed | Brentwood | TN | 07/2023 | 06/2024 |
| Independent Advisor Alliance | Charlotte | NC | 10/2025 | Present |
1) 06/06/2024 - Budd Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 10/23/2025 - Budd Wealth Management, LLC - DBA for RIA Business (Independent Advisor Alliance) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
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