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Current Employers
Ip Financial Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-07-15
  • PA RA
    APPROVED
    Since 2020-07-15

Branch Locations

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

Bolivar, PA • 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
Robinsons Computer Services Bolivar PA 01/1991 Present
Mary Kay Cosmetics Indiana PA 05/2003 Present
Nationwide Ins Ligonier PA 03/2005 Present
Nationwide Securities Inc Dublin OH 03/2005 07/2020
Innovation Partners Llc Charlotte NC 07/2020 Present
Ip Financial Advisory Services Llc Charlotte NC 07/2020 Present
All Abilities Export PA 09/2023 Present
  • 01/1991 → Present
    Robinsons Computer Services
    Bolivar, PA
  • 05/2003 → Present
    Mary Kay Cosmetics
    Indiana, PA
  • 03/2005 → Present
    Nationwide Ins
    Ligonier, PA
  • 03/2005 → 07/2020
    Nationwide Securities Inc
    Dublin, OH
  • 07/2020 → Present
    Innovation Partners Llc
    Charlotte, NC
  • 07/2020 → Present
    Charlotte, NC
  • 09/2023 → Present
    All Abilities
    Export, PA
Previous Registrations
  • 2017-09-27 → 2020-07-01
    Blairsville, PA
    Ligonier, PA
    Ligonier, PA
    New Alexandria, PA
    Murrysville, PA
  • 2003-07-09 → 2005-01-20
    Waddell & Reed
    Monroeville, PA
Other Businesses

1) OWNER OF ROBINSONS COMPUTER SERVICES-LOCATED AT PO BOX 369, BOLIVAR PA 15923. https://www.rcsbiz.com/. STARTED IN 1990, 40 HOURS A MONTH DEVOTED DURING SECURITIES TRADING HOURS. NOT INVESTMENT RELATED. COMPTER & PERIPHERAL SALES TRAINING, WEBSITE DESIGN & INCOME TAX PREPARATION.___ 2) CONSULTANT FOR MARY KAY COSMETICS, LOCATED AT P.O. BOX 369 BOLIVAR, PA 15923-0369. 5 HOURS A PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. NOT INVESTMENT RELATED.___ 3) APPOINTED WITH NATIONWIDE INSURANCE COMPANIES, AFFILIATES OF NSLLC, TO SELL FIXED INSURANCE/ ANNUITY PRODUCTS AS WELL AS PROPERTY/CASUALTY INSURANCE DURING NORMAL MARKET HOURS AT THE BRANCH LOCATION.___ 4) TRAINER FOR BOSCOV'S CAMPUS OF COURSES SINCE 7/1/2014. LOCATION: 570 GALLERIA DRIVE, JOHNSTOWN, PA 15904. TEACH CLASSES ON TECHNOLOGY INFORMATION TOPICS. SPEND 2 HOURS/MONTH DURING TRADING HOURS. NOT INVESTMENT RELATED.___ 5) CRUMP. Independent Producer-4135 North Front St. Harrisburg, PA -Selling Crumps products for VA, Annuity, long term health, Disability and Health Products. Investment related.___ 6) PURSE STRINGS. Libertyville, IL. Financial advise 4/5 hrs per week. Obtain new clients. https://pursestrings.co/.___ 7) P.O.W.E.R. Professional Organization of Women Of Excellence Recognized. https://www.powerwoe.com/. Manhasset, NY. Networking 4/5 Hrs per week___ 8) BACK NINE INSURANCE. Http:.back9ins.com/ . Is a multi carrier quoting and eApplication site for agents, customers and prospects. The platforms offer real time case management from submission to commission. Https://app.back9ins.com/apply/JacquelynRobinson; commissions; 5 hours;___ 9) COMPLIANCE 401K. Consultant. No salary, 5-10 hrs per week.___ 10) TAX ACQUISITION AND MARKETING. No salary, 5 hrs per week___ 11) ALL ABILITIES. Secretary on the board of directors. https://allabilitiesinc.org/. Export, PA. 12hrs per year.___ 12) KAI-ZEN. 11/10/2023. 4975 Preston Park Blvd., Suite 425, Plano, TX 75093. Agent. Offers strategies that use bank financing and life insruance to provide protection and potentially more earnings for retirement. 3-5hrs per week.___ 13) CAPSTONE HEALTH MANAGEMENT INC. Start 12/13/2023. Will introduce the program to businesses. www.theundeniableadvisor.com. 1028 Lee Ann Dr. NE, Suite 305, Concord, NC 28025. 3-5hrs per week.___ 14) COMPLIANCE 401K. Assisting customers with their 401K plans to be compliant. 5-10hrs per week.___ 15) MILLENNIUM BROKERAGE GROUP. Brentwood, TN. https://www.mbgnow.com/. Offering MBG products to clients. 5-10hrs per week.___ 16) IAMS INSURANCE AGENCY MARKETING SERVICES INC. Elkhorn, NE. https://www.iamsinc.com/. Offering their products to clients. 3-5hrs per week.___ 17) SEI INC. Oaks, PA. https://www.seic.com/. Offering their products to clients. Hours per week will vary.___ 18) Simplicity Group. Start date: 08/2024. Offering their products and services. https://www.simplicitygroup.com/. 86 Summit Avenue, Suite 303, Summit, NJ 07901. 2-5hrs per week.___

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-25
S63 Uniform Securities Agent State Law Examination 1995-06-09
  • S65 Uniform Investment Adviser Law Examination
    2017-09-25
  • S63 Uniform Securities Agent State Law Examination
    1995-06-09
Other Names
  • Carroll
  • Jacquelyn Diane Carroll

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