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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-11-17 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
974 73Rd Street Suite 6, West Des Moines, IA 50265 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2009 | 04/2018 |
| Unemployed | Johnston | IA | 09/2020 | 07/2021 |
| Innovation Partners Llc | Charlotte | NC | 08/2023 | 10/2023 |
| Insurance Agent | Johnston | IA | 04/2018 | 09/2020 |
| Childers Management Corp | Johnston | IA | 09/2021 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 10/2023 | Present |
1)CHILDERS MANAGEMENT CORP, 974 73RD ST, STE 6, DES MOINES, IA, 9/2009 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 40 HR/WK - 30/TRADING. 2) CHILDERS, CALE, KENNEDY AND ASSOCIATES, 974 73RD ST. STE #6, DES MOINES, IA 50324. OWNER SINCE 09/01/09. NOT INVESTMENT RELATED. WORKS 15 HOURS PER WEEK 10 OF WHICH ARE SPENT DURING TRADING HOURS. DUTIES: SELLING AND SERVICING FIXED INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-04 |
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