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Current Employers
Ip Financial Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-02
GA RA APPROVED 2026-02-20
MD RA APPROVED 2025-05-16
  • FL RA
    APPROVED
    Since 2026-03-02
  • GA RA
    APPROVED
    Since 2026-02-20
  • MD RA
    APPROVED
    Since 2025-05-16

Branch Locations

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

Odenton, MD • 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
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
  • 10/2013 → 01/2019
    St. Joseph Medical Center Umms
    Towson, MD
  • 01/2019 → Present
    University Of Maryland Medical System
    Linthicum Heights, MD
  • 01/2025 → Present
    Innovation Partners Llc
    Charlotte, SC
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-16
S63 Uniform Securities Agent State Law Examination 2025-02-06
  • S65 Uniform Investment Adviser Law Examination
    2025-05-16
  • S63 Uniform Securities Agent State Law Examination
    2025-02-06

View on SEC IAPD

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