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 2 of 3

• Stroza Astoria HillCRD 2177072 · Charlotte, NC
  Broker
• Swee Lin HoffmanCRD 6270191 · Charlotte, NC
  Broker
• Robert Martin HotalingCRD 3100218 · Charlotte, NC
  Broker
• Joshua HabermanCRD 7413564 · Charlotte, NC
  Broker
• Lara Stephanie HernandezCRD 2987162 · East Lansing, MI
  Broker
• Vickie Hernandez CervantesCRD 8131029 · Charlotte, NC
  Broker
• Michael John IsaacCRD 2287287 · Charlotte, NC
  Broker
• Mark Robert JaikesCRD 2145681 · Naples, FL
  Broker
• Kindel JamesCRD 2136593 · Charlotte, NC
  Broker
• Kevin Scott JonesCRD 1504897 · Charlotte, NC
  Broker
• Tracy Wei JosephCRD 5042014 · Charlotte, NC
  Broker
• Anthony Paul KaramCRD 2468914 · Charlotte, NC
  Broker
• David Wayne KarinCRD 2486154 · Westlake, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Geoffrey Alan KarlenCRD 2342119 · Hagerstown, MD
  Broker
• Riaz A KhokharCRD 2214014 · Charlotte, NC
  Broker
• Richard Earl KimbroughCRD 1163835 · Charlotte, NC
  Broker
• John KygerCRD 6773201 · Charlotte, NC
  Broker
• Leesa J LeeCRD 4669158 · Charlotte, NC
  Broker
• Robert Anthony La ValleCRD 4547346 · Charlotte, NC
  Broker
• Stanley George LabordeCRD 1690309 · Charlotte, NC
  Broker
• Peter Chapin LeeCRD 5535323 · Charlotte, NC
  Broker
• Barbara Jean Luczkowski-DugganCRD 4224750 · Chesterland, OH
  Broker
• Richard Michael McnallyCRD 4553891 · Charlotte, NC
  BrokerRegistration inactive
• Bradyn Ray MarkhamCRD 8266252 · Charlotte, NC
  Broker
• James Matthew McardleCRD 7324896 · Charlotte, NC
  Broker
• James Edward MccaffreyCRD 2163581 · Charlotte, NC
  BrokerRegistration inactive
• Marilyn Jean McculloughCRD 5509927 · Washington, IN
  Broker
• Marsha Bridgette McneillCRD 2119767 · Charlotte, NC
  Broker
• Jay Janak MehtaCRD 7646860 · Charlotte, NC
  Broker
• Brandon Alexander MeyerCRD 7710829 · Charlotte, NC
  Broker
• Kristy Brooke MooreCRD 4336434 · Charlotte, NC
  Broker
• Edwin Von MunsonCRD 4053606 · Charlotte, NC
  Broker
• Thomas Tobias NewkirkCRD 4343707 · Roswell, GA
  BrokerRegistration inactive
• Gerald Raymond NowotnyCRD 1761926 · Charlotte, NC
  Broker
• Geoffrey Eliot Tolbert NanceCRD 1827676 · Charlotte, NC
  BrokerRegistration inactive
• James George OatesCRD 4480533 · Charlotte, NC
  Broker
• Alex OdenwalderCRD 8221973 · Charlotte, NC
  Broker
• Anil PatelCRD 1197429 · Charlotte, NC
  Broker
• Katie Christine PepinCRD 4538331 · Charlotte, NC
  Broker
• Mary Joanne PetrettoCRD 3210670 · Guilford, CT
  Broker
• Carrie PickettCRD 6132206 · Charlotte, NC
  Broker
• Hana Elena Michelle PinardCRD 1732967 · Charlotte, NC
  Broker
• Mansi Pinakin PatelCRD 7438683 · Charlotte, NC
  Broker
• Colter Wayne PohlmanCRD 8289330 · Charlotte, NC
  Broker
• Peter P RigorCRD 3172269 · Charlotte, NC
  Broker
• Marcus Edward RobertsCRD 4322474 · Roswell, GA
  Broker
• Sheri L RodenkirkCRD 5275986 · Charlotte, NC
  Broker
• Kenneth Arthur RosensonCRD 2390447 · Charlotte, NC
  Broker
• Martin Lee RisingCRD 1011762 · Charlotte, NC
  Broker
• Robert Richard RodgersCRD 4198949 · 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.