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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-02 |
| GA | RA | APPROVED | 2026-02-20 |
| MD | RA | APPROVED | 2025-05-16 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Odenton, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Joseph Medical Center Umms | Towson | MD | 10/2013 | 01/2019 |
| University Of Maryland Medical System | Linthicum Heights | MD | 01/2019 | Present |
| Innovation Partners Llc | Charlotte | SC | 01/2025 | Present |
Name of Business: University of Maryland Medical System Investment-Related Nature: No Address of the Other Business: 250 W. Pratt St., Balitmore, MD 21201 Nature of the Other Business: Medical coding Position, Title, or Relationship: Senior Director Start Date of the Relationship: 09/2007 Approximate Number of Hours per Month Devoted: 40 hrs/week Name of Business: Champions of Christ Global Ministries Investment-Related Nature: No Address of the Other Business: 1326 Main Chapel Way, Gambrils, MD 21054 Nature of the Other Business: Church Position, Title, or Relationship: Pastor, Trustee Start Date of the Relationship: 11/2024 Approximate Number of Hours per Month Devoted: 8 hrs/mo Name of Business: High Point Enterprise LLC Investment-Related Nature: No Address of the Other Business: Odenton, MD 21113 Nature of the Other Business: Budgeting & Financial literacy Position, Title, or Relationship: Owner Start Date of the Relationship: 05/2015 Approximate Number of Hours per Month Devoted: 20 hrs/mo Name of Business: Estate Guru Investment-Related Nature: No Address of the Other Business: Provo, Utah 84601 Nature of the Other Business: Estate Planning platform Position, Title, or Relationship: Will provide the service if client needs Start Date of the Relationship: 05/2026 Approximate Number of Hours per Month Devoted: 4 hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-06 |
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