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Scott Loney

Ip Financial Advisory Services LLC

West Bloomfield, MI

Charlotte, NC

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Current Employers
Ip Financial Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-07
  • MI RA
    APPROVED
    Since 2025-05-07

Branch Locations

West Bloomfield, MI • United States

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • 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
Cambridge Investment Research Inc Fairfield IA 06/2014 01/2019
Cambridge Investment Research Advisors Fairfield IA 06/2014 01/2019
Pruco Securities, Llc. Troy MI 01/2019 11/2024
Prudential Insurance Company Of America Troy MI 02/2019 02/2025
Lpl Enterprise, Llc Troy MI 11/2024 02/2025
Innovation Partners Llc Charlotte NC 03/2025 Present
  • 06/2014 → 01/2019
    Cambridge Investment Research Inc
    Fairfield, IA
  • 06/2014 → 01/2019
    Cambridge Investment Research Advisors
    Fairfield, IA
  • 01/2019 → 11/2024
    Pruco Securities, Llc.
    Troy, MI
  • 02/2019 → 02/2025
    Prudential Insurance Company Of America
    Troy, MI
  • 11/2024 → 02/2025
    Lpl Enterprise, Llc
    Troy, MI
  • 03/2025 → Present
    Innovation Partners Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-10
  • S66 Uniform Combined State Law Examination
    2012-08-10

View on SEC IAPD

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