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Current Employers
Ip Financial Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-07
CT RA APPROVED 2025-08-13
FL RA APPROVED 2025-06-27
UT RA APPROVED 2024-02-12
NY RA APPROVED 2021-08-26
AZ RA APPROVED 2020-01-09
NC RA APPROVED 2020-01-08
  • MD RA
    APPROVED
    Since 2026-01-07
  • CT RA
    APPROVED
    Since 2025-08-13
  • FL RA
    APPROVED
    Since 2025-06-27
  • UT RA
    APPROVED
    Since 2024-02-12
  • NY RA
    APPROVED
    Since 2021-08-26
  • AZ RA
    APPROVED
    Since 2020-01-09
  • NC RA
    APPROVED
    Since 2020-01-08

Branch Locations

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

920 Spencer Street, Syracuse, NY 13204 • 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
Innovation Partners Llc Matthews NC 05/2012 Present
Independent Life Insurance Agent Syracuse NY 05/2011 Present
Ip Financial Advisory Services Charlotte NC 12/2019 Present
  • 05/2012 → Present
    Innovation Partners Llc
    Matthews, NC
  • 05/2011 → Present
    Independent Life Insurance Agent
    Syracuse, NY
  • 12/2019 → Present
    Ip Financial Advisory Services
    Charlotte, NC
Other Businesses

1.)Independent Insurance Agent - 05/2011 to Present - Licensed to sell fixed and indexed life insurance, accident & health insurance in states where approved. Receives commissions. Approx. 20 hours per week. 2.)Evolution Retirement Solutions, LLC - 05/2016 to Current - Boutique Insurance Agency. Licensed to sell fixed and indexed life insurance, accident & health insurance in states where approved. Hires, Trains, and Oversees sub-contracted agents - Sole-member - Approx. 40 hours per week. 3.)Financial Planning Association of Central NY - 1/2017 to Current - Non-Investment Related. Contributes to the oversight of FPA CNY activities - Board Member. Receives no compensation. Approx. .5 to 2.5 hours per week. 4.) Name of Business: ALS Association Investment-Related Nature: No Address of the Other Business: Liverpool, NY 13090 Nature of the Other Business: Charity Position, Title, or Relationship: Committee Chair Start Date of the Relationship: 01/2026 Approximate Number of Hours per Month Devoted: 4 hrs/month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-14
S63 Uniform Securities Agent State Law Examination 2009-07-30
  • S65 Uniform Investment Adviser Law Examination
    2013-03-14
  • S63 Uniform Securities Agent State Law Examination
    2009-07-30
Designations
Other Names
  • Anthony W. Hinds
  • Anthony Hinds-Fritz
  • Anthony W. Hinds-Fritz

View on SEC IAPD

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