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Donald Leroy Silberman

Ip Financial Advisory Services LLC

Charlotte, NC

Williston, FL

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Current Employers
Ip Financial Advisory Services Llc

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2023-07-31
WI RA APPROVED 2023-07-31
NM RA APPROVED 2023-05-18
TX RA APPROVED_RES 2020-10-02
AZ RA APPROVED 2020-02-26
FL RA APPROVED 2020-02-26
LA RA APPROVED 2020-01-09
NC RA APPROVED 2020-01-09
  • MS RA
    APPROVED
    Since 2023-07-31
  • WI RA
    APPROVED
    Since 2023-07-31
  • NM RA
    APPROVED
    Since 2023-05-18
  • TX RA
    APPROVED_RES
    Since 2020-10-02
  • AZ RA
    APPROVED
    Since 2020-02-26
  • FL RA
    APPROVED
    Since 2020-02-26
  • LA RA
    APPROVED
    Since 2020-01-09
  • NC RA
    APPROVED
    Since 2020-01-09

Branch Locations

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Williston, FL • 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
Sheps Ranch Williston FL 12/2011 Present
Innovation Partners Llc Charlotte NC 03/2015 Present
Ip Financial Advisory Services Llc Charlotte NC 12/2019 Present
  • 12/2011 → Present
    Sheps Ranch
    Williston, FL
  • 03/2015 → Present
    Innovation Partners Llc
    Charlotte, NC
  • 12/2019 → Present
    Ip Financial Advisory Services Llc
    Charlotte, NC
Previous Registrations
  • 2013-02-28 → 2015-04-07
    Summit Financial Group Inc
    Lake City, FL
  • 2012-01-27 → 2012-10-16
    Allstate Financial Advisors, Llc
    Gainesville, FL
  • 2005-11-17 → 2011-11-30
    Capital Financial Services, Inc.
    Roseville, CA
    Minot, ND
    Carlisle, PA
    Palm Coast, FL
    Minot, ND
    Minot, ND
    Gainesville, FL
  • 2003-12-19 → 2005-11-17
    Jesup & Lamont Advisors
    Gainesville, FL
Other Businesses

1) SHEPS ACRES. WILLISTON, FL 32696, NOT INVESTMENT RELATED, CEO/CFO - SMALL SCALE CATTLE RANCHING. 2-10HRS PER WEEK.___

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-15
S63 Uniform Securities Agent State Law Examination 2003-04-10
  • S65 Uniform Investment Adviser Law Examination
    2003-12-15
  • S63 Uniform Securities Agent State Law Examination
    2003-04-10
Other Names
  • Don Silberman

View on SEC IAPD

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