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Current Employers
Ip Financial Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-04-24
VA RA APPROVED 2026-04-24
  • MD RA
    APPROVED
    Since 2026-04-24
  • VA RA
    APPROVED
    Since 2026-04-24

Branch Locations

44679 Endicott Drive, Ste 300 Box # 807, Ashburn, VA 20147 • United States

Leesburg, VA • United States

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • 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
Us Air Force Washington DC 09/2005 09/2025
Innovation Partners Llc Charlotte NC 09/2025 Present
Wright Time Financial Aldie VA 06/2025 01/2026
Ip Financial Advisory Services Llc Charlotte NC 03/2026 Present
  • 09/2005 → 09/2025
    Us Air Force
    Washington, DC
  • 09/2025 → Present
    Innovation Partners Llc
    Charlotte, NC
  • 06/2025 → 01/2026
    Wright Time Financial
    Aldie, VA
  • 03/2026 → Present
    Charlotte, NC
Other Businesses

Name of Business: Lynum Enterprises/REI Genuis Address of the Other Business: Ashburn, VA 20147 Nature of the Other Business: Residential Real Estate/Educational Services Position, Title, or Relationship: Owner/Managing Member Start Date of the Relationship: 06/2015 Approximate Number of Hours per Month Devoted: 50 hrs/month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-24
S63 Uniform Securities Agent State Law Examination 2025-09-17
  • S65 Uniform Investment Adviser Law Examination
    2026-04-24
  • S63 Uniform Securities Agent State Law Examination
    2025-09-17

View on SEC IAPD

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