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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-20 |
Branch Locations
Grand Prairie, TX • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Us Military Reserves | Seagoville | TX | 05/2005 | Present |
| Allclusive Realty | Wichita Falls | TX | 10/2006 | 08/2017 |
| Parsonex Securities,Inc | Englewood | CO | 08/2017 | 11/2018 |
| Parsonex Securities | Englewood | CO | 10/2019 | Present |
| Innovation Partners Llc | Charlotte | NC | 04/2021 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 04/2021 | Present |
1. Westmor Barber. Business Address: 1277 S Mary Ave. Sunny Vale, CA 94087. Self employed service owner. Provide haircuts to clients. 30-35 hours a week during normal business hours. 2. Dalton Wade Realty Group. https://larrysanders.daltonwade.com/ Start date: 5/5/2025. Business Address: 260 1st Ave S. Ste 200. St. Petersburg, FL 33701. Real Estate Sales/Marketing. 5 hours per week during business hours. 3. Rental Home. 932 Southwood Ave. Sunny Vale, CA 94086. Property Owner. Manages property. 4. 1) US. Army Reserve, Start Date: 04/29/2007 Sergeant First Class, Non-investment related, Business Address: 4710 Knox St, Fort Bragg, NC 28310. 160 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-23 |
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