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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-20 |
Branch Locations
16600 Sprague Rd Ste 80, Middleburg Heights, OH 44130 • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gale, West & Doran, Inc. | Cleveland | OH | 06/1986 | Present |
| Avantax Investment Services, Inc. | Middleburg Heights | OH | 07/1993 | 10/2021 |
| Avantax Advisory Services | Middleburg Heights | OH | 05/1997 | 10/2021 |
| Avantax Insurance Agency, Llc | Middleburg Heights | OH | 06/2017 | 10/2021 |
| Innovation Partners Llc | Charlotte | NC | 10/2021 | Present |
| Ip Financial Advisory Services, Llc | Charlotte | NC | 10/2025 | Present |
H D Vest Insurance Agency Inc.~'NIR'~6333 North State Hwy 161, 4th Floor~Irving~TX~75038~Equity Indexed Annuity~Equity Indexed Annuity~6/28/2017~3hrs~3hrs~Sales of Equity Indexed Annuities|Jame Enterprises, Inc.~'NIR'~4168 Ashton Circle~Northa Olmsted~OH~44070~Real Estate/Mortgage/Title Services/Appraisal~President~2/26/2004~1hrs~0hrs~Owner, landlord|J.A. Doran & Associates, Inc.~'NIR'~11925 Pearl Road, Suite 301~Strongsville~OH~44136~Tax Preparation/Accounting~President~6/1/2004~20hrs~20hrs~full business name - J.A. Doran & Associates, Inc.CPA, Owner|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-16 |
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