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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-24 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ccambridge Barbers | Palo Alto | CA | 06/1969 | Present |
| Lifemark Securities | Rochester | NY | 09/2012 | Present |
| Innovation Partners Llc | Charlotte | NC | 02/2023 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 12/2025 | Present |
I OWN MY SMALL BUSINESS BARBER SHOPS/ NOT INVESTMENT RELATED / 8202 Cambridge Ave, Palo Alto, California and 1277 South Mary Ave, Sunnyvale, California 94087/ OWNER, CONTRACTOR. Own small house, which I rent at:424 Southwood Ave Sunnyvale California 94086
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-13 |
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