Matthew John Mcnabb

Ip Financial Advisory Services LLC

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Current Employers

Ip Financial Advisory Services Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-05-15
SC	RA	APPROVED	2025-05-15

NC RA
APPROVED

Since 2025-05-15
SC RA
APPROVED

Since 2025-05-15

Branch Locations

Tega Cay, SC • 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

Organization	City	State	From	To
Guardian Life Ins	Charlotte	NC	01/2016	11/2021
Park Avenue Securities	Charlotte	NC	01/2016	11/2021
The Vanguard Group, Inc.	Malvern	PA	11/2021	01/2025
Unemployed	Tega Cay	SC	01/2025	05/2025
Innovation Partners Llc	Charlotte	SC	05/2025	Present

01/2016 → 11/2021

Guardian Life Ins

Charlotte, NC
01/2016 → 11/2021

Park Avenue Securities

Charlotte, NC
11/2021 → 01/2025

The Vanguard Group, Inc.

Malvern, PA
01/2025 → 05/2025

Unemployed

Tega Cay, SC
05/2025 → Present

Innovation Partners Llc

Charlotte, SC

Previous Registrations

2021-12-21 → 2025-01-28

Vanguard Advisers, Inc.

Charlotte, NC
2016-01-27 → 2021-11-18

Park Avenue Securities Llc

Charlotte, NC
2015-06-12 → 2015-12-24

Lpl Financial Llc

Fort Mill, SC
2014-02-21 → 2015-05-20

Arvest Wealth Management

Lowell, AR
2007-02-15 → 2012-12-21

Park Avenue Securities Llc

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-02-10

S66 Uniform Combined State Law Examination

2007-02-10

Other Names

Matt John Mcnabb
Matthew John Mcnabb
Matthew J Mcnabb
Matt J Mcnabb
Matthew Mcnabb

View on SEC IAPD

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