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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-24 |
| VA | RA | APPROVED | 2026-04-24 |
Branch Locations
44679 Endicott Drive, Ste 300 Box # 807, Ashburn, VA 20147 • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-17 |
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