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Current Employers
Ip Financial Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-07-18
NY RA APPROVED 2023-07-18
  • NJ RA
    APPROVED
    Since 2023-07-18
  • NY RA
    APPROVED
    Since 2023-07-18

Branch Locations

Teaneck, NJ • United States

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • 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
Wfg Port Jefferson Station NY 06/2010 07/2023
Executive One Healthcare Consulting Bronx NY 04/2014 11/2018
Genesis Business Capital Parsippany NJ 04/2014 Present
Abundant Network Llc Hackensack NJ 09/2015 08/2020
Rep Network New York NY 07/2017 04/2022
Faith+ Purpose= Legacy Teaneck NJ 02/2019 Present
Our Stories Our Voices: Black Men Speak Their Truth Teaneck NJ 02/2020 Present
Abundant Network, Llc Teaneck NJ 08/2020 Present
Fiserv Brookfield WI 04/2021 04/2022
7 Mindsets To Successfully Transition From Employee To Entrepren Teaneck NJ 01/2023 Present
Innovation Partners Llc Charlotte NC 07/2023 Present
Ip Financial Advisory Services Llc Charlotte NC 07/2023 Present
Transamerica Financial Advisors,. Inc Port Jefferson NY 01/2012 07/2023
  • 06/2010 → 07/2023
    Wfg
    Port Jefferson Station, NY
  • 04/2014 → 11/2018
    Executive One Healthcare Consulting
    Bronx, NY
  • 04/2014 → Present
    Genesis Business Capital
    Parsippany, NJ
  • 09/2015 → 08/2020
    Abundant Network Llc
    Hackensack, NJ
  • 07/2017 → 04/2022
    Rep Network
    New York, NY
  • 02/2019 → Present
    Faith+ Purpose= Legacy
    Teaneck, NJ
  • 02/2020 → Present
    Our Stories Our Voices: Black Men Speak Their Truth
    Teaneck, NJ
  • 08/2020 → Present
    Abundant Network, Llc
    Teaneck, NJ
  • 04/2021 → 04/2022
    Fiserv
    Brookfield, WI
  • 01/2023 → Present
    7 Mindsets To Successfully Transition From Employee To Entrepren
    Teaneck, NJ
  • 07/2023 → Present
    Innovation Partners Llc
    Charlotte, NC
  • 07/2023 → Present
    Charlotte, NC
  • 01/2012 → 07/2023
    Transamerica Financial Advisors,. Inc
    Port Jefferson, NY
Previous Registrations
Other Businesses

1. GENESIS BUSINESS CAPITAL; NOT INVESTMENT RELATED; 520 White Plains Road, Suite 500, Tarrytown, NY 10591; Medicare Consultant and Medicare supplemental plans to individuals; BENEFIT CONSULANT; 04/2014; 120 HRS/MONTH; SALES OF HEALTH INSURANCE TO BUSINESS OWNERS___ 2. ABUNDANT NETWORK LLC; NOT RELATED; 106 W Forest Ave. Teaneck, NJ 07666; Sales and Marketing consultant, Online Books, MANAGE OFFICE EXPENSES;CEO; Commission; 08/2020; 15 HRS/week;___ 3. FAITH+ PURPOSE= LEGACY/Not Related/106 WEST FOREST AVENUE, TEANECK, NJ 07666/CURRENTLY WRITING A BOOK AND WILL BEGIN TO SELL THE BOOK ONCE IT HAS BEEN EDITED AND FORMATTESD TO PUBLISH AND PRINT/AUTHOR/2/2019/10 pre week/0/MARKET BOOK TO INDIVIDUALS WHO CAN BENEFIT FROM READING THE BOOK___ 4.OUR STORIES OUR VOICES: BLACK MEN SPEAK THEIR TRUTH /Not Related/106 WEST FOREST AVENUE TEANECK, NJ 07666/ Author-Publication Book to author; No Position; 2/2020; 10 hours per week; Paid the Publisher to publish book;___ 5. 7 MINDSETS TO SUCCESSFULLY TRANSITION FROM EMPLOYEE TO ENTREPRENEUR POSITION;ADDRESS: Not related;106 West Forest Avenue, Teaneck NJ 07666, United States; Author-Publication (book) ;Author-Owner of Book-Publication; Commission-Sale of Book;10 hours/week ; DESCRIPTION: I'm the author of this book and will market this book to the public once it is published.___ 6. Vantage Financial Alliance. Start: 12/2024. Financial Education/Insurance. https://vantagefinancialalliance.com/. Associate promoting financial education and insurance protection. 925 North Point Parkway, Suite 100, Alpharetta, GA 30005. 10 hrs per week._ 7. Name of Business: Complex Capital Solutions Group. Investment-Related Nature: No. Address of the Other Business: Englewood Cliffs, NJ 07632. Nature of the Other Business: Insurance/Tax Planning/Planning Services. Position, Title, or Relationship: Consultant/Business Development. Start Date of the Relationship: 10/2025. Approximate Number of Hours per Month Devoted: 60 hrs. month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-20
S63 Uniform Securities Agent State Law Examination 1999-04-19
  • S66 Uniform Combined State Law Examination
    2007-06-20
  • S63 Uniform Securities Agent State Law Examination
    1999-04-19
Other Names
  • Jason Scott Murray

View on SEC IAPD

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