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Current Employers
Ip Financial Advisory Services Llc

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-07-06
VA RA APPROVED 2023-07-06
  • NC RA
    APPROVED
    Since 2023-07-06
  • VA RA
    APPROVED
    Since 2023-07-06

Branch Locations

2321 Riverside Dr. Suite 4, Danville, VA 24540 • United States

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Slayton Ins Agency Danville VA 07/1997 Present
Securities America, Inc. Danville VA 12/2012 06/2023
Securities America Advisors, Inc. Danville NE 12/2012 06/2023
Innovation Partners Llc Charlotte NC 06/2023 Present
Ip Financial Advisory Services Llc Charlotte NC 06/2023 Present
  • 07/1997 → Present
    Slayton Ins Agency
    Danville, VA
  • 12/2012 → 06/2023
    Securities America, Inc.
    Danville, VA
  • 12/2012 → 06/2023
    Securities America Advisors, Inc.
    Danville, NE
  • 06/2023 → Present
    Innovation Partners Llc
    Charlotte, NC
  • 06/2023 → Present
    Charlotte, NC
Previous Registrations
  • 2012-12-07 → 2023-07-07
    Securities America Advisors, Inc.
    Danville, VA
  • 2012-07-30 → 2012-12-07
    Investors Security Company, Inc.
    Suffolk, VA
    Danville, VA
    Danville, VA
    Suffolk, VA
Other Businesses

DBA: Slayton Insurance Services 1) Slayton Insurance and Financial Services. Start: 12/01/2012. 2321 Riverside Dr., Suite 4, Danville, VA 24540. Owner. 30 hours a week. Sale and service of variable insurance and annuities, indexed annuities and advisory and investment products. 2) Slayton Insurance. Start: 06/21/1971. 2321 Riverside Dr., Suite 4, Danville, VA 24540. Owner. 10 hours a week. Sale and service of life insurance, individual health and small group insurance, long term care and supplemental insurance, Medicare supplement and Part D drug plans. 3) IP Financial advisory Services LLC ; Investment related; 2321 Riverside Drive Suite 4; Danville, VA 24540;; Manage accounts; Fees on Products sold; 10 hours/week;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-10-07
  • S63 Uniform Securities Agent State Law Examination
    1982-10-07
Designations

View on SEC IAPD

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