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

Feb 26, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Feb 26, 1991

First registration

Jan 3, 2012

Dual registered

no

Other names

RICK DURKEE|RICHARD JOSEPH DURKEE

IAPD individual key

2090391

• Occurred

  Aug 15, 2023
  Advisor changed firm

  Richard Joseph Durkee left Coppell Advisory Solutions Llc for Independent Advisor Alliance, Llc (registered 2023-05-25)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:98bc4fac-7092-e79e-edc3-31d79d001811

First observed

Jan 3, 2012

Last observed

Sep 14, 2026 5 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.