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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-10-25 |
| IL | RA | APPROVED | 2019-12-10 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Mokena, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments Inc | Kokomo | IN | 09/2016 | 12/2019 |
| Innovation Partners Llc | Charlotte | NC | 12/2019 | Present |
| Creative Financial Designs | Kokomo | IN | 09/2016 | 12/2019 |
| Ip Financial Advisory Services | Charlotte | NC | 12/2019 | Present |
| Ash Brokerage | Fort Wayne | IN | 08/2016 | 12/2016 |
Registered Representative - Innovation Partners LLC - investment Related - operate during business hours. Aetna Medicare, Selling Medicare Advantage Plans, 10 hrs. per week; Commissions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-28 |
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