Innovation Partners LLC

Firm record

As recorded in SEC IAPD

Firm CRD

146344

SEC number

801-78702

Firm type

RIA

Assets under management

$21.7M as of Mar 24, 2026

Website

www.innovationpartnersllc.com ↗

Phone

704-708-5461

Address

5950 Fairview Road, Charlotte, NC, 28210

Advisors at this firm

130 in our index · page 1 of 3

• Bryan Leland AndersonCRD 4829 · Charlotte, NC
  Broker
• Nasir Hajamou AssarCRD 1692055 · Charlotte, NC
  Broker
• Lawrence BaetensCRD 2145033 · Charlotte, NC
  Broker
• Clyde Alexander BarnwellCRD 2109330 · Charlotte, NC
  Broker
• Willie BellCRD 4277195 · Charlotte, NC
  Broker
• Jeffrey BelotCRD 2306419 · Charlotte, NC
  Broker
• David Patrick BoronCRD 2550882 · Charlotte, NC
  Broker
• Anthony BraunCRD 4846865 · Charlotte, NC
  Broker
• Jonathan Wilbor BriggsCRD 3215005 · Charlotte, NC
  Broker
• Robert Stephen BancroftCRD 7077000 · Westport, MA
  IA RegisteredBroker
• Dmitry BaskinCRD 8170246 · Charlotte, NC
  Broker
• Kylle Branin BernethyCRD 5046649 · Charlotte, NC
  Broker
• Omar Richard BerrocalCRD 4940517 · Charlotte, NC
  Broker
• Andrew Richard BinghamCRD 5402982 · Charlotte, NC
  Broker
• Matthew Robert BoutonCRD 8268131 · Charlotte, NC
  Broker
• Angela Jill CarrierCRD 6295233 · Charlotte, NC
  Broker
• David M CawthonCRD 2120144 · Charlotte, NC
  Broker
• Sylvia ColbertCRD 3226368 · Charlotte, NC
  Broker
• James Bruce CuthbertCRD 1098175 · Charlotte, NC
  Broker
• Kaleb B CarpenterCRD 8044547 · Charlotte, NC
  Broker
• David Lynn ColeCRD 2359503 · Mt. Pleasant, SC
  Broker
• Miller CunninghamCRD 8254609 · Charlotte, NC
  Broker
• Michele O D'altoCRD 6753658 · Charlotte, NC
  Broker
• Carl Kotsilimbas DavisCRD 2421502 · Charlotte, NC
  Broker
• Daniel DilellaCRD 6249300 · Charlotte, NC
  BrokerRegistration inactive
• Adam Timothy DuffCRD 4890085 · Charlotte, NC
  Broker
• Carlee Amanda DawkinsCRD 7377373 · Charlotte, NC
  BrokerRegistration inactive
• Gregory James DennerleinCRD 1916010 · Charlotte, NC
  Broker
• Dezmond Michael-Lewis DixonCRD 8202799 · Houston, TX
  Broker
• Dianne EncisoCRD 2782956 · Charlotte, NC
  Broker
• Eric Garrett EnglebrechtCRD 2964769 · Charlotte, NC
  Broker
• Johnson EmersonCRD 8058342 · Charlotte, NC
  Broker
• Michael FaloonaCRD 1235131 · Charlotte, NC
  Broker
• Michael Joseph FlahertyCRD 4755882 · Charlotte, NC
  Broker
• James FotiadisCRD 3112531 · North Canton, OH
  Broker
• William Bruce FranklinCRD 1440522 · Charlotte, NC
  BrokerRegistration inactive
• Rhonda Reane FennerCRD 5037835 · Charlotte, NC
  Broker
• Eva M FreedCRD 1702531 · Charlotte, NC
  Broker
• Shawn Christopher GageCRD 2279408 · Charlotte, NC
  Broker
• Clayton Matthew GallagherCRD 7345046 · Charlotte, NC
  Broker
• Thomas Clayton GallagherCRD 1222740 · Charlotte, NC
  Broker
• Edward John GarabedianCRD 825260 · Charlotte, NC
  Broker
• Leonor Bejar GilCRD 1776874 · Charlotte, NC
  Broker
• David Barnett GoldfarbCRD 1024761 · Jackson, MI
  Broker
• Sandy Charles GiglioCRD 220281 · Charlotte, NC
  Broker
• Pierre Lamar GreeneCRD 4920581 · Charlotte, NC
  Broker
• Todd Lowry HagermanCRD 4143299 · Charlotte, NC
  Broker
• Deborah Louise HarrisCRD 1750264 · Charlotte, NC
  Broker
• Wallace Tucker HendrixCRD 4553899 · Charlotte, NC
  Broker
• Raymond Robert HenryCRD 4793667 · Charlotte, NC
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.