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Current Employers
Independent Advisor Alliance, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-03
  • TX RA
    APPROVED
    Since 2018-10-03

Branch Locations

7480 Honeysuckle, Temple, TX 76502 • 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
OrganizationCityStateFromTo
Waddell & Reed, Inc Austin TX 03/2012 01/2018
Various Insurance Carriers For W&R Insurance Agencies Belton TX 03/2012 Present
Sp Meyer & Co, Llc Temple TX 04/2014 Present
Temple Rental Home Temple TX 06/2015 05/2018
Lpl Financial Llc Temple TX 01/2018 Present
Independent Financial Partners Temple TX 01/2018 10/2018
Independent Advisor Alliance, Llc Temple NE 10/2018 Present
  • 03/2012 → 01/2018
    Waddell & Reed, Inc
    Austin, TX
  • 03/2012 → Present
    Various Insurance Carriers For W&R Insurance Agencies
    Belton, TX
  • 04/2014 → Present
    Sp Meyer & Co, Llc
    Temple, TX
  • 06/2015 → 05/2018
    Temple Rental Home
    Temple, TX
  • 01/2018 → Present
    Lpl Financial Llc
    Temple, TX
  • 01/2018 → 10/2018
    Temple, TX
  • 10/2018 → Present
    Temple, NE
Previous Registrations
  • 2018-01-03 → 2018-10-10
    Temple, TX
  • 2012-03-20 → 2018-01-11
    Waddell & Reed
    Austin, TX
    Colleyville, TX
    Edmond, OK
  • 2010-02-08 → 2012-01-26
    Killeen, TX
    Harker Heights, TX
    Temple, TX
    St Louis, MO
Other Businesses

1. 1/2/2018 - John Bailey Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/19/2017 - 160 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 100%. 2. 1/2/2018 - SP Meyer & Co LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 04/01/2014 - 0 Hours Per Month - Time Spent 0%. 3. 11/7/2018 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/14/2018 - 160 Hours Per Month/6 Hours During Securities Trading - I provide administrative I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 11/07/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 11/7/2018 - Independent Advisor Alliance - DBA: (Hybrid) John Bailey Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/14/2018 - 160 Hours Per Month/65 Hours During Securities Trading - I provide administrative I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 11/07/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 1/2/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/03/2019 - 5 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-05
  • S66 Uniform Combined State Law Examination
    2010-02-05
Designations
Other Names
  • Kevin Meyer

View on SEC IAPD

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