Steven Michael Catanzaro

Current Employers

Ip Financial Advisory Services Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-09-13

NY RA
APPROVED

Since 2021-09-13

Branch Locations

Lynchburg, VA • 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

Organization	City	State	From	To
Ibn Finacial Services, Inc.	Liverpool	NY	10/2010	08/2018
Next Financial Group	Cohoes	NY	08/2018	09/2020
Equity Services, Inc.	Montpelier	VT	10/2020	11/2020
National Life Group	Clifton Park	NY	09/2020	11/2020
Innovation Partners Llc	Charlotte	NC	11/2020	Present
Ip Financial Advisory Services Llc	Charlotte	NC	11/2020	Present

10/2010 → 08/2018

Ibn Finacial Services, Inc.

Liverpool, NY
08/2018 → 09/2020

Next Financial Group

Cohoes, NY
10/2020 → 11/2020

Equity Services, Inc.

Montpelier, VT
09/2020 → 11/2020

National Life Group

Clifton Park, NY
11/2020 → Present

Innovation Partners Llc

Charlotte, NC
11/2020 → Present

Ip Financial Advisory Services Llc

Charlotte, NC

Other Businesses

1) Steven Catanzaro - Sole Prop./Independent Agent; Investment related: No; 26 Heritage Lane, Clifton Park, NY 12065; Sale of fixed insurance; 2001; 20 hours per week; 20 hours during trading hours; Independent agent 2) Warriors in Christ's Kingdom 501c3. Address: 15416 Snowhill Lane Centreville VA 20120: Nature of business - Men Discipleship Ministry. Teaching and Mentorship in Biblically based Christian Doctrine of manhood. To involve vocational training. HIs role will be teaching and mentorship. 3-5 hours per week will be devoted to this activity. No hours will occur during firm's business hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-08-31

S63 Uniform Securities Agent State Law Examination

1987-08-31