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RS

Robert T. Stidham

INNOVATION PARTNERS
CHARLOTTE, NC 28210
Some features on this profile are disabled
CRD#: 1244011
RS
Robert Timothy StidhamINNOVATION PARTNERS

Professional summary

Robert Timothy Stidham, who also goes by Tim Stidham, is a registered financial professional currently at INNOVATION PARTNERS LLC located in Charlotte, North Carolina.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 26 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 22, Series 6, Series 30 and Series 24 exams.

Aliases

Tim Stidham

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert Timothy Stidham's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 6, 2026 - Present

INNOVATION PARTNERS LLC

Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210
RIA
BD
CRD#: 146344
CHARLOTTE, NC
Past

August 2, 2024 - June 29, 2026

CRESCENT SECURITIES GROUP, INC.

BD
CRD#: 114993
PLANO, TX
Past

March 14, 2024 - August 9, 2024

AMERICAN TRUST INVESTMENT SERVICES, INC.

BD
CRD#: 3001
San Clemente, CA
Past

July 31, 2023 - March 13, 2024

AMERICAN TRUST INVESTMENT SERVICES, INC.

BD
CRD#: 3001
San Clemente, CA
Past

September 28, 2021 - May 31, 2023

COMMONGOOD SECURITIES LLC

BD
CRD#: 289317
Manhattan Beach, CA
Past

April 17, 2018 - August 26, 2021

PFM FUND DISTRIBUTORS, INC.

BD
CRD#: 114474
LOS ANGELES, CA
Past

June 15, 2017 - March 16, 2018

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

RIA
CRD#: 108153
Laguna Niguel, CA
Past

July 31, 2014 - June 12, 2017

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
EL SEGUNDO, CA
Past

April 18, 2013 - July 28, 2014

MELLON INVESTMENTS CORPORATION

RIA
CRD#: 105764
AUSTIN, TX
Past

March 14, 2013 - July 22, 2014

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
AUSTIN, TX
Past

August 2, 2011 - February 5, 2013

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

May 20, 2008 - July 13, 2011

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

February 22, 2007 - May 3, 2008

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

March 16, 2005 - November 8, 2006

RCM DISTRIBUTORS LLC

BD
CRD#: 120500
SAN FRANCISCO, CA
Past

September 15, 2003 - June 2, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 3, 2002 - September 25, 2003

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
NEW YORK, NY
Past

December 3, 2002 - September 25, 2003

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
NEW YORK, NY
Past

November 1, 2001 - September 3, 2002

FHN FINANCIAL SECURITIES CORP.

BD
CRD#: 46346
MEMPHIS, TN
Past

April 3, 2001 - November 5, 2001

PACIFIC AMERICAN SECURITIES, LLC

BD
CRD#: 42999
SAN DIEGO, CA
Past

April 1, 1999 - February 1, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

December 4, 1998 - April 6, 1999

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

April 3, 1995 - December 8, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 12, 1992 - May 9, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 8, 1990 - June 19, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 14, 1988 - April 16, 1990

DAIWA CAPITAL MARKETS AMERICA INC.

BD
CRD#: 1576
NEW YORK, NY
Past

January 1, 1988 - May 13, 1988

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
Past

June 6, 1985 - April 23, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

January 23, 1985 - May 28, 1985

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

April 12, 1984 - October 12, 1984

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
INNOVATION PARTNERS LLC
DEEMER WEALTH MANAGEMENT | INNOVATION PARTNERS LLC. | INNOVATION PARTNERS LLC

CRD#: 146344 / SEC#: 801-78702, 8-67812

RIA
Registered Investment Advisory firm - SEC (10/24/2013 Approved)
Arizona
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
California
Registered Investment Advisory firm - SEC (1/9/2014 Terminated)
Colorado
Registered Investment Advisory firm - SEC (12/17/2013 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (12/18/2013 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Indiana
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Nevada
Registered Investment Advisory firm - SEC (1/10/2014 Terminated)
New York
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/6/2026)
RR
California
(8/6/2026)
RR
Texas
(8/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/16/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/30/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 4/2/2013
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/1985
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 7/13/1984
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/3/1984
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 2/25/2013
NFA Branch Manager Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/1/1994
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IP
INNOVATION PARTNERS LLC
DEEMER WEALTH MANAGEMENT | INNOVATION PARTNERS LLC. | INNOVATION PARTNERS LLC

CRD#: 146344 / SEC#: 801-78702, 8-67812

RIA
Registered Investment Advisory firm - SEC (10/24/2013 Approved)
Arizona
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
California
Registered Investment Advisory firm - SEC (1/9/2014 Terminated)
Colorado
Registered Investment Advisory firm - SEC (12/17/2013 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (12/18/2013 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Indiana
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Nevada
Registered Investment Advisory firm - SEC (1/10/2014 Terminated)
New York
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
5950 Fairview Road Suite 140, Charlotte, NC 28210
Mailing Address
5950 Fairview Road Suite 140, Charlotte, NC 28210
Phone number
(704) 708-5461
Established
North Carolina since 11/19/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
297

SEC notice filing (40 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

JOHN POLYVIOU ADV PART 2B (7/7/2025)
DAVID KARIN_ADV PART 2B (6/25/2025)
INNOVATION PARTNERS LLC ADV PART 2A (3/28/2025)

Direct owners and executive officers

NamePositionCRD#
E STRICKER HOLDINGS LLCSTOCKHOLDER
ANAGENISIS INVESTMENT HOLDINGS LLCSTOCK HOLDER
CAMPBELL, ROBERTFINOP1349154
MCNABB, MATTHEW JOHNCO-CCO2119641
POLYVIOU, JOHN ANTHONYCO-CCO, PRESIDENT AND RIA PRINCIPAL2030212
UYESUGI, LAUREN ARNETTCOMPLIANCE PRINCIPAL2889864

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INNOVATION PARTNERS LLC

CRD#: 146344Charlotte, NC 28210

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