Kalomira K. Zangoulos

Current Employers

Ip Financial Advisory Services Llc

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2023-04-05

MI RA
APPROVED

Since 2023-04-05

Branch Locations

Macomb, MI • United States

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

Disclosures

3 disclosure categories 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.

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

Employment History

Organization	City	State	From	To
Sagepoint Financial	Sterling Heights	MI	01/2015	03/2023
Ip Financial Services Llc	Charlotte	NC	04/2023	Present

01/2015 → 03/2023

Sagepoint Financial

Sterling Heights, MI
04/2023 → Present

Ip Financial Services Llc

Charlotte, NC

Previous Registrations

2015-03-02 → 2023-04-04

Osaic Services, Inc.

Sterling Heights, MI
2012-10-01 → 2014-11-07

J.P. Morgan Securities Llc

Clinton Township, MI
2005-07-06 → 2012-10-01

Chase Investment Services Corp.

Macomb, MI

New Baltimore, MI

Chicago, IL

Macomb, MI

Clinton Township, MI

Warren, MI
2004-12-16 → 2005-07-06

Banc One Securities Corporation

Clinton Twp, MI

Other Businesses

1) Brookstone Realty. Start 02/2024. Sales associate. 3310 W Big Beaver, Suite 10, Troy, MI, 48084. 10-12hrs on weekends and some week nights.___

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-12-09
S63	Uniform Securities Agent State Law Examination	2001-12-22

S66 Uniform Combined State Law Examination

2004-12-09
S63 Uniform Securities Agent State Law Examination

2001-12-22

Other Names

Kalomira K. Zangoulos
Myra K Zangoulos
K. Zangoulos Kaldmira

View on SEC IAPD