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SL

Scott A. Laramy

Some features on this profile are disabled
CRD#: 1626795
SL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Allen Laramy, who also goes by S Allen Laramy, was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1999. Scott had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

S Allen Laramy

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 8, 2016 - June 8, 2017

INNOVATION PARTNERS LLC

RIA
CRD#: 146344
Griffin, GA
Past

June 1, 2016 - June 8, 2017

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

June 1, 2015 - April 26, 2016

USA FINANCIAL SECURITIES LLC

RIA
CRD#: 103857
Griffin, GA
Past

May 27, 2015 - April 26, 2016

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
Griffin, GA
Past

November 12, 2013 - May 14, 2015

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
ATLANTA, GA
Past

November 11, 2013 - May 14, 2015

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
ATLANTA, GA
Past

September 11, 2013 - November 12, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
JOHNS CREEK, GA
Past

September 9, 2013 - November 12, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
JOHNS CREEK, GA
Past

November 16, 2012 - July 11, 2013

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA
CRD#: 3641
LEESVILLE, LA
Past

November 16, 2012 - July 11, 2013

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
LEESVILLE, LA
Past

August 22, 2012 - November 5, 2012

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
JOHNS CREEK, GA
Past

November 24, 2011 - August 13, 2012

HORACE MANN INVESTORS, INC.

BD
CRD#: 11643
HIRAM, GA
Past

September 22, 1999 - May 12, 2000

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA
Past

March 15, 1999 - February 24, 2000

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/27/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/6/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/8/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/23/2011
Investment Company Products/Variable Contracts Representative Examination

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)
PREMIUM
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 146344

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