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 3 of 3

• Matthew David RosenCRD 2524861 · Charlotte, NC
  Broker
• Newell Winfield SappCRD 1378324 · Charlotte, NC
  Broker
• Gary Howard SpindlerCRD 1368596 · Charlotte, NC
  Broker
• Richard Earl StaufferCRD 846324 · Charlotte, NC
  Broker
• Alan Jay SummerfieldCRD 1035391 · Charlotte, NC
  Broker
• Marco Joseph SantoroCRD 2441287 · Charlotte, NC
  Broker
• David L SeeleyCRD 2280818 · Charlotte, NC
  Broker
• Edward SimpsonCRD 2944158 · Charlotte, NC
  Broker
• Jeffrey Scott SprayCRD 2100346 · Charlotte, NC
  Broker
• Alden Harwood SulgerCRD 1719971 · Charlotte, NC
  BrokerRegistration inactive
• Michael Scott SwansonCRD 1971730 · Charlotte, NC
  Broker
• Louise Nicole TabbinerCRD 4858991 · Charlotte, NC
  Broker
• Miguel A TaverasCRD 6344964 · Charlotte, NC
  Broker
• Winston Page ThompsonCRD 2997189 · Charlotte, NC
  Broker
  Disclosure event(s) on record
• Joseph R ThoeleCRD 1426195 · Charlotte, NC
  Broker
• Raj Kumar ThotaCRD 7979573 · Charlotte, NC
  Broker
• Suzanne Marie Troy ColeCRD 2393255 · Orleans, MA
  Broker
• James H Van EppsCRD 844958 · Roswell, GA
  BrokerRegistration inactive
  Disclosure event(s) on record
• Francisco Daniel ValleCRD 8075992 · Charlotte, NC
  Broker
• Domenick Anthony ValoreCRD 3093061 · Greensburg, PA
  BrokerRegistration inactive
• Gail Ann WhiteCRD 2378493 · Farmington Hills, MI
  Broker
• Kent WooliscroftCRD 4285309 · Charlotte, NC
  Broker
• Kenneth Lediard WardCRD 1078075 · Charlotte, NC
  BrokerRegistration inactive
• Judith Lynn Weld-CooperCRD 4276198 · Charlotte, NC
  Broker
• Xin WengCRD 7493126 · Charlotte, NC
  BrokerRegistration inactive
• Dominick WhitakerCRD 7936357 · Charlotte, NC
  Broker
• Richard F WhiteCRD 2157300 · Broomall, PA
  Broker
• Zoe Jill WollenschlaegerCRD 7808205 · Charlotte, NC
  Broker
• Aaron Yakov-NagarCRD 2421349 · Charlotte, NC
  Broker
• Shannon Marie ZollerCRD 5596811 · 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.