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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-01 |
| HI | RA | APPROVED | 2026-01-01 |
| NV | RA | APPROVED | 2026-01-01 |
| ID | RA | APPROVED | 2022-02-25 |
| TX | RA | APPROVED_RES | 2022-02-24 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
4199 Flat Rock Drive Suite 109, Riverside, CA 92505 • 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 |
|---|---|---|---|---|
| Espinoza Private Wealth Management | Riverside | CA | 06/2010 | Present |
| First Financial Equity Corporation | Riverside | CA | 10/2014 | Present |
| Innovation Partners, Llc | Charlotte | NC | 02/2022 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 02/2022 | Present |
1)RIVERWALK EXECUTIVE SUITES, NOT INVESTMENT RELATED, RIVERSIDE, CA, SECRETARY/OWNER, RECORD BOARD MEETINGS & UPKEEP IN THE OFFICES, 2HRS/WEEK, $0.00 COMPENSATION. 2)ESPINOZA PRIVATE WEALTH MANAGEMENT; 4199 FLAT ROCK DR, STE 109, RIVERSIDE, CA 92505; THIS IS A BRANDING NAME IN WHICH MR. ESPINOZA CONDUCTS HIS INVESTMENT BUSINESS. ALL BUSINESS IS STILL THROUGH FFEC./Rental Property, 81-301 N Palo Verde Dr, Indio, CA 92201. Rental PPTY. No time during trading hours. Not client or investment related. Rental income.----------3) Desert Recreational District; 45-305 Oasis Street, Indio, CA 92201; Board of Directors; Monthly stipend; www.myrecreationdistrict.com; Start date July 2023;3-5 hours bi-monthly;---
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-10 |
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