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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jacksonville | FL | 04/2013 | Present |
| Independent Advisor Alliance | Charlotte | NC | 05/2026 | Present |
1.04/04/2013; ; Non-Variable Insurance Trails Only; Investment Related; at Reported Business Location(s); Start Date 04/04/2013; hrs/mth; hrs during trading 2.08/08/2017; 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; (Hybrid) Independent Advisor Alliance; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 04/23/2026; 140hrs/mth; 140hrs during trading; Client contact, client service, finnancial planning support and Operations. 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; 140hrs/mth; 140hrs during trading; Client experience, Service, Operations, and Financial Planning Supoort
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-23 |
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