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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-10 |
| FL | RA | APPROVED | 2026-02-10 |
| NV | RA | APPROVED | 2026-02-10 |
| AZ | RA | APPROVED | 2024-09-09 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Miami Beach, FL • 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 |
|---|---|---|---|---|
| Meyers Associates Lp | New York | NY | 11/2013 | 12/2016 |
| Newbridge Securities Corporation | Davie | FL | 10/2020 | 08/2021 |
| Unemployed | Miami Beach | FL | 01/2017 | 09/2020 |
| Innovation Partners Llc | Charlotte | NC | 07/2023 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 07/2023 | Present |
| Unemployed | Miami Beach | FL | 08/2021 | 07/2023 |
| Crystal House Condominiums/First Residential Services | Miami Beach | FL | 07/2026 | Present |
Name of Business: Crystal House Condomimiums/First Residential Services Investment-Related Nature: No Address of the Other Business: Miami Beach, FL 33140 Nature of the Other Business: Oceanfront residential condominiums Position, Title, or Relationship: Front Desk Agent Start Date of the Relationship: 7/2026 Approximate Number of Hours per Month Devoted: 96 hour per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-12 |
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