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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-05-11 |
| IN | RA | APPROVED | 2022-05-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Innovation Partners, Llc | Charlotte | NC | 03/2022 | Present |
| Martz Solutions Group | Carmel | IN | 07/2016 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 04/2022 | Present |
Martz Solutions Group LLC. Sole owner 40 hrs all fees generated. Business Consulting Practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 2011-08-16 |
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