DFX Intelligence
Advisors
Advisors registered through Independent Advisor Alliance, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
303 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Michael Sheridan York dual registrant | Independent Advisor Alliance, LLC independent RIA | Raleigh, Nc | Apr 6, 2015 | 27 y | 6 | 1 |
| Jeb Stuart Zoller Certified Financial Planner · dual registrant | Independent Advisor Alliance, LLC independent RIA | Columbia, Sc | Sep 30, 2022 | 23 y | 4 | 7 |
| Jacqueline Seena Zweig Certified Financial Planner | Independent Advisor Alliance, LLC independent RIA | Newport Beach, Ca | Dec 16, 2025 | 18 y | 4 | 1 |
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