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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-12-08 |
| ID | RA | APPROVED | 2021-08-09 |
| WA | RA | APPROVED | 2020-02-09 |
| OR | RA | APPROVED | 2020-01-13 |
| PA | RA | APPROVED | 2020-01-10 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Salem, OR • 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 |
|---|---|---|---|---|
| Self Employed | Culver City | CA | 12/2000 | Present |
| Innovation Partners Llc | Charlotte | NC | 10/2015 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 12/2019 | Present |
1.) Independent Insurance Broker; 7575 Heron Street NE, Salem, OR; 1-2 hrs/month; Health and life insurance; Service existing clients and Sell products; Start 1985. 2.) CARLOVANNA VINEYARDS, WINE MARKETING, SALEM, OR. OWNER, START 2006, WIFE RUNS BUSINESS, I AM PART OWNER/ PRESIDENT. NON-INVESTMENT RELATED. 3.) JEFF & LISA SCRIMENTI FARM, SALEM OR, OWNER, FARM, NON-INVESTMENT RELATED. DEVOTE 1-2 HOURS A WEEK OUTSIDE TRADING HOURS. MAINTAIN NON FARMING AREA AND EQUIPMENT MAINTENANCE. START 2005. 4.) The Society for Financial Awareness - Currently Not Yet Active. 3914 Murphy Canyon Road, Suite A125, San Diego CA. Non-profit organization which promotes financial literacy, present varying financial power points on different topics to groups and organizations. Public Speaker. Investment Related. 1 hr/month. 5. Innovation Partners LLC - Registered Representative - Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-09 |
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