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Stephan Douglas Shipe

Scholar Financial Advising, LLC

Winston-Salem, NC

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Current Employers
Scholar Financial Advising, Llc

380 Knollwood Street Suite 410, Winston-Salem, NC 27103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-19
NC RA APPROVED 2021-09-10
  • TX RA
    APPROVED
    Since 2024-03-19
  • NC RA
    APPROVED
    Since 2021-09-10

Branch Locations

380 Knollwood Street Suite 410, Winston-Salem, NC 27103 • 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
University Of New Hampshire Durham NH 06/2016 07/2019
Wake Forest University Winston-Salem NC 07/2019 06/2025
Scholar Financial Advising, Llc Lewisville NC 09/2019 Present
Innovative Ce Llc Winston-Salem NC 11/2012 12/2023
  • 06/2016 → 07/2019
    University Of New Hampshire
    Durham, NH
  • 07/2019 → 06/2025
    Wake Forest University
    Winston-Salem, NC
  • 09/2019 → Present
    Scholar Financial Advising, Llc
    Lewisville, NC
  • 11/2012 → 12/2023
    Innovative Ce Llc
    Winston-Salem, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-12
  • S65 Uniform Investment Adviser Law Examination
    2015-08-12
Designations

View on SEC IAPD

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Other Investors

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KRISTOPHER SHEA ABERNETHY
JESSE FRANKLIN GOINS
KENNETH SCOTT JONES
GEORGE GARFIELD KEENER
MATTHEW STEPHEN SIMMONS

Other Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · WINSTON-SALEM, NC
CETERA INVESTMENT ADVISERS LLC · WINSTON-SALEM, NC
PRINCIPAL SECURITIES, INC. · WINSTON SALEM, NC
PARK AVENUE SECURITIES LLC · WINSTON-SALEM, NC
VIRTUE CAPITAL MANAGEMENT, LLC · WINSTON-SALEM, NC

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