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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-26 |
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 |
|---|---|---|---|---|
| Innovation Partners Llc | Charlotte | NC | 03/2016 | Present |
| Reo Financial Services | Rensselaer | NY | 09/1992 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 12/2019 | Present |
DBA - REO FINANCIAL SERVICES, WYNANTSKILL, NY. FINANCIAL PLANNING. DBA, REO Financial Services http://www.reofinancial.net, & INSURANCE, HEALTH, LIFE, GROUP DENTAL, VISION. DEVOTE 1-2 HOURS A DAY DURING TRADING HOURS. DEVOTE 2 HOURS A WEEK OUTSIDE TRADING HOURS. PRICING AND IMPLEMENTING GROUP HEALTH INSURANCE THROUGH LOCAL HMO'S, BLUESHIELD, MOHAWK VALLEY PHYSICIANS, AND LIFE INSURANCE, DENTAL QUOTES & ENROLLMENTS. START 09/1992. NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-06 |
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