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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
Branch Locations
5445 6Th Street, Zephyrhills, FL 33542 • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-14 |
Branch Locations
5445 6Th St, Zephyrhills, FL 33542 • United States
5445 6Th St, Zephyrhills, FL 33542 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ip Financial Advisory Services Llc | Charlotte | NC | 05/2026 | Present |
| Wave Wealth Llc | Tampa | FL | 11/2023 | 05/2026 |
| Wave Capital Solutions Inc. Dba Wave Tax & Financial Solutions | Tampa | FL | 01/2023 | 05/2026 |
| Wall Street Easy Llc | Montevideo | 12/2016 | 12/2022 | |
| Wall Street Easy Llc | Miami | FL | 08/2015 | 12/2016 |
| Empirikal Partners Llc Dba Ventoro & Associates | Phoenix | AZ | 04/2026 | Present |
| Wave Wealth Llc | Tampa | FL | 08/2024 | 05/2026 |
| Garzon Meridian Ventures Llc | Zephyrhills | FL | 06/2026 | Present |
1) IP Financial Advisory Services LLC; investment Related; Charlotte, NC; Investment Advisor Representative; 05/2026; Approx 20 hours per month 3) GARZON MERIDIAN VENTURES LLC; NOT INVESTMENT RELATED; ZEPHYRHILLS, FL; CO FOUNDER CONSULTING ON BUSINESS PROCESSES; 06/2026; APPROX 20 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-03 |
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