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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-09-04 |
| FL | RA | APPROVED | 2020-07-09 |
| PA | RA | APPROVED | 2020-01-08 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Venetia, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-11-16 |
Branch Locations
3 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 |
|---|---|---|---|---|
| Deemer Wealth Management Llc | Venetia | PA | 11/2015 | Present |
| Ifs Advisory, Llc | Venetia | PA | 01/2016 | 11/2018 |
| Ifs Securities | Venetia | PA | 09/2015 | 11/2018 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 11/2019 | Present |
1) Investment Advisor representative; IP Financial Advisory Services LLC; Investment Related: Yes; Location: 5950 Fairview Rd Suite 140 Charlotte, NC 28210; Description of the business: IP Financial Advisory Services, LLC( IPFAS) provides DWM with access to certain technology, managers, custodians, and other services which IPFAS obtains through the Envestnet platform. These services are covered under the platform access agreement that is in place between IPFAS and DWM. IPFAS has an agreement with Envestnet whereby Envestnet provides IPFAS with access to certain technology, managers, custodians, and other services through its platform.; Responsibilities Duties: IP Financial Advisory Services, LLC( IPFAS) provides DWM with access to certain technology, managers, custodians, and other services which IPFAS obtains through the Envestnet platform. These services are covered under the platform access agreement that is in place between IPFAS and DWM. IPFAS has an agreement with Envestnet whereby Envestnet provides IPFAS with access to certain technology, managers, custodians, and other services through its platform.; Start date with business: 2019-11-30; Hours devoted to business during trading hours: 160; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 95. 2) Owner; Own a Commercial Building; Investment Related: No; Location: 3408 Babcock Blvd Pittsburgh PA 15237; Description of the business: Commercial Building that we rent to a Chiropractor.; Responsibilities Duties: It requires a few hours a year of outside maintenance.; Start date with business: 2017-09-28; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5. 3) Owner; Insurance License; Investment Related: Yes; Location: 107 Golden Eagle Dr Venetia, PA. 15367; Description of the business: I carry an insurance license for Life and Health. ; Responsibilities Duties: I carry the license but I do know marketing and have not had any insurance sales in several years. I keep it active just in case something comes up.; Start date with business: 1994-07-14. 4.) Degore Plumbing & Heating; Position Title: NA; Investment Related: No; 362 Church Rd Bethel Park PA 15102; Plumbin Business Investment, just a cash infusion from me. Completely passive on my part.; Duties: No responsibilties or duties; 2022-06-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 3;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-12 |
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