This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

INDEPENDENT ADVISOR ALLIANCE, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 16, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

8

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Aug 16, 2004

First registration

Apr 13, 2010

Dual registered

yes, broker-dealer

Other names

JEFF MICHAEL PISAN

IAPD individual key

4835290

• Occurred

  Sep 25, 2025
  Advisor changed firm

  Jeffrey Michael Pisan left Financial Advocates Investment Management for Independent Advisor Alliance, Llc (registered 2025-08-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:983c40dd-cdd8-3346-36be-c7bfd77f3ae7

First observed

Apr 13, 2010

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.