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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2020-02-06 |
Branch Locations
8217 S. Walker Avenue, Olahoma City, OK 73139 • 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 |
|---|---|---|---|---|
| Client One Securities, Llc | Oklahoma City | OK | 01/2015 | 12/2018 |
| Innovation Partners, Llc | Charlotte | NC | 02/2019 | Present |
| Ip Financial Advisory Services | Charlotte | NC | 01/2020 | Present |
1) CEGEL DIVERSIFIED CAPITAL MGMT GROUP; FIXED, INDEXED AND LIFE INSURANCE SALES WITH VARIOUS COMPANIES AS AGENT.DISABILITY, LIFE, ANNUITIES HEALTH, LONG TERM CARE, START NOVEMBER 2013 WORKING 30 HRS PER WEEK-VARIES DURING TRADING HOURS.ADDRESS SAME AS REGISTERED LOCATION.INVESTMENT RELATED. 2)CEGEL DIVERSIFIED CAPITAL MGMT GROUP-ACCOUNTING SERVICES;TAXES,PAYROLL AND SMALL BUSINESS CONSULTING.CO-OWNER, START DECEMBER 2014,10-15 PER WEEK-VARIES DURING TRADING HOURS. ADDRESS SAME AS REGISTERED LOCATION.NOT INVESTMENT RELATED. 3) ASSOCIATED GROUP OF COMPANIES,INVESTMENT RELATED.FIXED INSURANCE AND EQUITY PRODUCTS. START JANUARY 2015. HOURS 25-35 PER WEEK-VARIES DURING TRADING HOURS. ADDRESS SAME AS REGISTERED LOCATION. 4) FINANCIAL SECRETARY FOR THE SOUTH REGION OF THE AFRICAN CHRISTIAN FELLOWSHIP 5) Innovation Partners LLC - Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-12 |
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