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Logan Preston Garretson

Ip Financial Advisory Services LLC

Charlotte, NC

Moorpark, CA

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Current Employers
Ip Financial Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

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

Moorpark, CA • 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
Unemployed Moorpark CA 02/2014 10/2024
Ip Financial Advisory Services Llc Charlotte NC 10/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-05
  • S65 Uniform Investment Adviser Law Examination
    2024-12-05

View on SEC IAPD

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