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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-06 |
| MI | RA | APPROVED | 2025-01-24 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
543 N Main Office Suite 413, Rochester Hiills, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Troy | MI | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Troy | MI | 08/2015 | 12/2017 |
| Unemployed | Shelby | MI | 12/2017 | 07/2019 |
| J.W. Cole Financial, Inc. | Tampa | FL | 07/2019 | 07/2019 |
| J.W. Cole Advisors, Inc | Tampa | FL | 07/2019 | 07/2019 |
| Innovation Partners Llc | Charlotte | NC | 11/2021 | Present |
| The Johnson Group Financial | Rochester Hills | MI | 07/2019 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 11/2021 | Present |
1) RENTAL PROPERTY, INVESTMENT RELATED, MADISON HTS, MI, RENTAL, OWNER/LANDLORD, 1 HOURS PER MONTH DEVOTED, 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS, COLLECT RENT AND CALL FOR REPAIRS 2) JOHNSON GROUP - DBA, INVESTMENT RELATED, REGISTERED BRANCH OFFICE LOCATION Creative Financial Designs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-27 |
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