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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-09-17 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Broadlands, VA • 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 |
|---|---|---|---|---|
| Sophearath Uoy, Cpa, P.C. | Manassas | VA | 08/2015 | Present |
| Innovation Partners Llc | Charlotte | NC | 06/2016 | Present |
| Ip Financial Advisory Services | Charlotte | NC | 01/2020 | Present |
1) President and owner of Sophearath Uoy, CPA, P.C. - provides bookkeeping, tax, auditing, payroll and consulting services to individuals and small to medium sized businesses. Operated as a sole-proprietor until incorporating my business last year.___ 2) Fixed Insurance - started 10/5/18, Life, Health and Annuity licensed Insurance agent, commission only, 5 hrs per week___ 3) Innovation Partners LLc - Registered Representative___ 4) Merchant Payment Systems LLC. Start: 06/2020. 7900 Sudley Rd., 407, Manassas, VA 20109. Merchant processing for business as an independent agent, commissions. 5hrs per week.___
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-11 |
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