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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-24 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
13405 Folsom Blvd, Ste 400, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovation Partners Llc | Charlotte | NC | 07/2025 | Present |
| Perry Financial | Folsom | CA | 08/2015 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 10/2025 | Present |
Name of Business: Perry Financial Investment-Related Nature: Yes Address of the Other Business: Folsom, CA Nature of the Other Business: Life insurance sales, Life Settlement Broker Position, Title, or Relationship: Sales Manager/Case Manager Start Date of the Relationship: 08/2015 Approximate Number of Hours per Month Devoted: 40 hrs/wk
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-23 |
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