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Louis Albin Woodbeck

Ip Financial Advisory Services LLC

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
NC RA APPROVED 2022-10-17
  • NC RA
    APPROVED
    Since 2022-10-17

Branch Locations

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
Ip Financial Advisory Services, Llc Charlotte NC 03/2021 Present
Red Beard Farms Llc Willard NC 04/2017 08/2020
Swim Club Management Group Huntersville NC 08/2018 08/2020
Student Charlotte NC 08/2010 12/2020
Innovation Partners Llc Charlotte NC 03/2021 Present
  • 03/2021 → Present
    Ip Financial Advisory Services, Llc
    Charlotte, NC
  • 04/2017 → 08/2020
    Red Beard Farms Llc
    Willard, NC
  • 08/2018 → 08/2020
    Swim Club Management Group
    Huntersville, NC
  • 08/2010 → 12/2020
    Student
    Charlotte, NC
  • 03/2021 → Present
    Innovation Partners Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-17
  • S65 Uniform Investment Adviser Law Examination
    2022-10-17
Other Names
  • Lou Woodbeck

View on SEC IAPD

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