Stace J Jensen

Current Employers

Ip Financial Advisory Services Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-02-27
NV	RA	APPROVED	2020-02-11
CO	RA	APPROVED	2020-02-06
UT	RA	APPROVED	2020-02-04

CA RA
APPROVED

Since 2020-02-27
NV RA
APPROVED

Since 2020-02-11
CO RA
APPROVED

Since 2020-02-06
UT RA
APPROVED

Since 2020-02-04

Branch Locations

No Lehi, UT • United States

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

Disclosures

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.

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

Employment History

Organization	City	State	From	To
Innovation Partners Llc	Charlotte	NC	06/2016	Present
Ip Financial Advisory Services	Charlotte	NC	01/2020	Present

06/2016 → Present

Innovation Partners Llc

Charlotte, NC
01/2020 → Present

Ip Financial Advisory Services

Charlotte, NC

Previous Registrations

2010-10-13 → 2016-07-27

Girard Securities, Inc.

Salt Lake City, UT

San Diego, CA

Corpus Christi, TX

Lehi, UT
2009-07-09 → 2010-07-15

Osaic Fa, Inc.

Salt Lake City, UT
2006-12-19 → 2009-08-11

Cue Financial Group, Inc.

Phoenix, AZ

Salt Lake City, UT

Salt Lake City, UT

Other Businesses

1. STACE JENSEN, INC, DBA,INSURANCE,INVESTMENT RELATED, AGENT/BROKER, OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, P&C INSURANCE, FIXED LIFE INSURANCE AND LONG TERM CARE INSURANCE.___

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-10-30
S63	Uniform Securities Agent State Law Examination	2002-11-25

S65 Uniform Investment Adviser Law Examination

2006-10-30
S63 Uniform Securities Agent State Law Examination

2002-11-25

Other Names

Stacy Mitchell
Stacy J. Jensen
Stacy Sondrup

View on SEC IAPD