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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
543 N Main Office Suite 413, Rochester, MI 48307 • United States
4 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Troy | MI | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Troy | MI | 08/2015 | 05/2019 |
| The Johnson Financial Group | Rochester Hills | MI | 07/2019 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 11/2021 | Present |
RENTAL PROPERTY, Non-INV RELATED-Land Lord-1 hr/mo-Commerce Twp, MI THE JOHNSON GROUP FINANCIAL - DBA, INVESTMENT RELATED, 543 MAIN STREET, ROCHESTER HILLS, MI 48307, FINANCIAL SERVICES, FINANCIAL ADVISOR, 07/2019, 45-50 HOURS PER MONTH DEVOTED, 45-50 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS, CALL CLIENTS, OPEN ACCOUNT, Creative Financial Designs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-02 |
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