Adviser and broker representative · Independent Advisor Alliance, LLC
Kimberly D. Moore
CRD 6630062 · Carrollton, GA
At a glance
Kimberly D. Moore is an investment adviser representative with Independent Advisor Alliance, LLC in Carrollton, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kimberly’s SEC record dates to 2024, about 2 years ago. Kimberly is also registered as a broker representative.
Current advisory firm
- Independent Advisor Alliance, LLCSince January 2024Carrollton, GA · $17B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kimberly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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