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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-04 |
| AZ | RA | APPROVED | 2025-06-13 |
| CO | RA | APPROVED | 2024-09-12 |
| WA | RA | APPROVED | 2024-04-24 |
| UT | RA | APPROVED | 2023-01-04 |
| OR | RA | APPROVED | 2022-05-27 |
| CA | RA | APPROVED | 2021-05-28 |
| NV | RA | APPROVED | 2020-05-27 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Henderson | NV | 06/2016 | 04/2017 |
| Lincoln Financial Advisors Corporation | Las Vegas | NV | 04/2017 | 09/2017 |
| Jp Morgan Securities, Llc | Prescott | AZ | 09/2017 | 07/2018 |
| Securities America, Inc. | Las Vegas | NV | 09/2018 | 07/2019 |
| Securities America Advisors | Las Vegas | NV | 09/2018 | 07/2019 |
| Securities America, Inc. | Las Vegas | NV | 08/2019 | 03/2020 |
| Cooper Financial Group | Las Vegas | NV | 08/2019 | 02/2020 |
| Innovation Partners Llc | Charlotte | NC | 04/2020 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 04/2020 | Present |
1) Pacific Life Insurance-Investment related-Henderson, NV 89002- Solicit indexed Universal life for clients as insurance agent. Start Date 5/1/2019___ 2) Advisor Excel- Investment related-Henderson, NV 89002- Insurance agent to offer fixed and indexed Annuity Business- Start 9/1/2019___ 3) D4 Advisory Services LLC, Owner, Entity for tax purposes 50 hours per week, Business used for Marketing purpose 1/18/22 approved___ 4) Black Mountain Detachment 495 Marine Corps League. Start: 01/2024. Volunteer. 9 Old Marsh Court, Henderson, NV 89052. 2hrs per week.___
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-30 |
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