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Independent Advisor Alliance, LLC CRD 168267
$17.2B regulatory AUM 533 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-12-04 |
| TX | RA | APPROVED | 2024-12-04 |
Branch Locations
5001 Founders Way Ste L10, Office 29, Rogers, AR 72758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Advisor Alliance | Charlotte | NC | 12/2024 | Present |
| Rmp Llp | Springdale | AR | 12/2022 | 12/2024 |
| Forvis | Memphis | TN | 09/2021 | 12/2022 |
| Mississippi State University | Starkville | MS | 08/2016 | 09/2021 |
12/2024 - Fivestone Financial - Investment Related - DBA for RIA business - Rogers, AR - IAR - 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
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