Kristy Jan Meeler

Current Employers

Independent Advisor Alliance, Llc

11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-06-01
FL	RA	APPROVED	2026-05-28
GA	RA	APPROVED	2026-05-22

NC RA
APPROVED

Since 2026-06-01
FL RA
APPROVED

Since 2026-05-28
GA RA
APPROVED

Since 2026-05-22

Branch Locations

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Jacksonville	FL	04/2013	Present
Independent Advisor Alliance	Charlotte	NC	05/2026	Present

04/2013 → Present

Lpl Financial Llc

Jacksonville, FL
05/2026 → Present

Independent Advisor Alliance

Charlotte, NC

Previous Registrations

2008-02-27 → 2013-05-02

Mml Investors Services, Llc

Athens, GA

Athens, GA

St. Augustine, FL
2007-01-08 → 2008-01-30

American Securities Group, Inc.

Athens, GA

Charlotte, NC

Other Businesses

1.02/19/2014; Insurance company; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/10/2014; hrs/mth; hrs during trading 2.08/04/2017; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Avondale Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date 07/31/2017; 60hrs/mth; 8hrs during trading 3.05/26/2026; (Hyrbid) Independent Advisor Alliance; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 04/23/2026; 180hrs/mth; 140hrs during trading; Integrates business strategy with holistic financial planning and is dedicated to helping entrepreneurs unlock business value while aligning exit strategies with family, lifestyle, and legacy goals. Integrates investment planning, tax efficiency, philanthropic intent, and family wealth transfer, delivering a virtual family office experience. 4.05/26/2026; (Hybrid) Avondale Wealth Advisors, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 04/23/2026; 180hrs/mth; 140hrs during trading; integrates business strategy with holistic financial planning and is dedicated to helping entrepreneurs unlock business value while aligning exit strategies with family, lifestyle, and legacy goals. Her consultative approach integrates investment planning, tax efficiency, philanthropic intent, and family wealth transfer, delivering a virtual family office experience

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-12-21

S66 Uniform Combined State Law Examination

2006-12-21

Other Names

Kristy Jan Meeler
Kristy Jan Meeler

View on SEC IAPD