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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-30 |
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