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Advisor at IP FINANCIAL ADVISORY SERVICES LLC
Olahoma City, OK | CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IP FINANCIAL ADVISORY SERVICES LLC | Independent wealth | Feb 6, 2020 | n/a | yes | Olahoma City, OK|CHARLOTTE, NC | Current employment |
| CREATIVEONE SECURITIES, LLC | Bd affiliated wealth | Jan 11, 2018 | Dec 31, 2018 | no | OKLAHOMA CITY, OK|Overland Park, KS|OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVEONE SECURITIES, LLC | IP FINANCIAL ADVISORY SERVICES LLC | Dec 31, 2018 | Feb 6, 2020 | 402 | Firm change after gap | Ibd to RIA |