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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-20 |
| CA | RA | APPROVED | 2025-06-02 |
Branch Locations
2829 Townsgate Rd. Ste. 100, Westlake Village, CA 91361 • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 10/2013 | 06/2025 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 05/2025 | Present |
| Innovation Partners Llc | Charlotte | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-27 |
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