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Ip Financial Advisory Services LLC CRD 305772
$481M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-15 |
| CA | RA | APPROVED | 2026-06-01 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Thousand Oaks, CA • 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 |
|---|---|---|---|---|
| Innovation Partners Llc | Charlotte | NC | 09/2025 | Present |
| Pepperdine University | Los Angeles | CA | 08/2011 | 08/2023 |
| Woodbury University (Burbank, Ca) | Burbank | CA | 05/2014 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 02/2026 | Present |
1. Woodbury University. 7500 N Glenoaks Blvd, Burbank, CA 91510. Teaches evening MBA courses. Stipend per class. No financial investment. 10 hours per week not during normal business hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-27 |
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