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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-21 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifemark Securities Corp. | Rochester | NY | 02/2015 | 08/2018 |
| Independent Insurance Agent | Brooklyn | NY | 06/2004 | 08/2018 |
| Allstate Insurance Company | Hicksville | NY | 01/2020 | 03/2021 |
| Equitable Advisors, Llc | Woodbury | NY | 09/2021 | 07/2022 |
| Unemployed | Westtown | NY | 04/2021 | 09/2021 |
| Jjl Financial | Westtown | NY | 07/2021 | Present |
| Cambridge Investment Research, Inc. | Westtown | NY | 08/2022 | 08/2023 |
| Cambridge Investment Research Advisors, Inc. | Westtown | NY | 01/2023 | 08/2023 |
| Massmutual Life Insurance Co. | New York | NY | 08/2023 | 02/2024 |
| Mml Investors Services | New York | NY | 09/2023 | 02/2024 |
| Unemployed | Westtown | NY | 08/2018 | 01/2020 |
| Allstate Financial Services Llc | Hicksville | NY | 10/2018 | 06/2021 |
| Innovation Partners Llc | Charlotte | NC | 08/2025 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 08/2025 | Present |
1)Name: JJL Financial/JJL Wealth Management, Inv Rel: Y Addr: @residential address on file, Nature: Outside Insurance, Position: Founder/Owner , Start: 09/22/2023 , No Hr/Mo: 15 No Hr/Mo Dur trading: 0, Duties: Property & Casualty 2)Name: Juan Lewis, Inv Rel: Y Addr: 200 LIberty St, 11th FL, New York NY 10281, Nature: FINRA Arbitrator (non public) Position:FINRA arbitrator, Start:9/19/2023, No Hr/Mo: 5 No Hr/Mo Dur Trading:5, Duties: Review evidence and determine if any wrong doing has occured and set penalty or relief. 3)Name: SAJ Heritage Group, Address: 20517 Jamaica Avenue Queens NY 11429. Nature of Business: Provides insurance (life, accident, & health), Start: 9/1/2023, Duties: Offer life insurance and wealth management services. hours: 40 hrs per week. Yes hours will be conducted during firm business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-30 |
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