RK
Robert H. Kenyon
INNOVATION PARTNERS LLC
Charlotte, NC 28210
Some features on this profile are disabled
CRD#: 2779780
RK
Professional summary
Robert Hammond Kenyon, who also goes by Robert Hammond Kenyon, Robert H Kenyon, 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 1997. Robert has worked at 15 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Robert Hammond Kenyon | Robert H Kenyon
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.
1) The Sandbox Companies Inc. 234 5th Avenue Suite 210 New York, New York. Nature of business: Deliver Liquidity and cash management solutions to independent financial advisors and their clients. Robert is a board member. He owns .50% equity in the company. He dedicates about 5 hours per week on this activity. No hours during firm's business hours. 2) KCG Advisory Group LLC 120 Melin Dr. Fairfield CT 06824. Management Consulting. He is managing partner who runs the practice and works directly with asset & wealth management clients along with fintech companies. Robert will own 100% of the LLC. 40 hours per week will be dedicated to this activity. Hours will be spent during firm's business hours. 3)Glint Pay, LTD Kemp House 152-160, City Road, London England, EC1V 2NX. Advisory Board Member. Five hours per week will be dedicated to this activity. No hours will be spent during firm's business hours. 4) Opalvest Holding LLC. Board Member & Investor. www.opalvest.com. Has a personal investment. Most meetings are outside of the day. Hours per week to devote to this activity is 5 hrs. 5) Derivaty Co. 180 S. Broadway White Plains, NY 10605. Advisory Board Member. www.derivaty.com. Equity. Customized investment solutions provider through the use of overlaying security holdings with derivatives. Hours per week to devote to this activity is 1 hr.
CRS (Client Relationship Summary) - BD
Click below to view Robert Hammond Kenyon's 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®
NoneExperience
Current
February 14, 2025 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210RIA
BD
CRD#: 146344
Charlotte, NC
Past
February 19, 2025 - February 27, 2025
INNOVATION PARTNERS LLC
RIA
CRD#: 146344
CHARLOTTE, NC
Past
June 8, 2023 - June 23, 2023
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
BD
CRD#: 143809
PORTLAND, ME
Past
March 4, 2021 - June 23, 2023
FORESIDE FINANCIAL SERVICES, LLC
BD
CRD#: 148477
PORTLAND, ME
Past
April 13, 2017 - December 17, 2020
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
BD
CRD#: 25567
NEW YORK, NY
Past
August 13, 2012 - June 17, 2016
VIRTUS INVESTMENT ADVISERS, LLC
RIA
CRD#: 106982
CHICAGO, IL
Past
August 3, 2012 - June 17, 2016
VP DISTRIBUTORS LLC
BD
CRD#: 3036
CHICAGO, IL
Past
January 5, 2012 - July 2, 2012
SALIENT CAPITAL ADVISORS, LLC
RIA
CRD#: 153914
HOUSTON, TX
Past
January 5, 2012 - July 2, 2012
SALIENT CAPITAL L.P.
BD
CRD#: 147912
HOUSTON, TX
Past
February 9, 2011 - August 16, 2011
SALIENT CAPITAL ADVISORS, LLC
RIA
CRD#: 153914
HOUSTON, TX
Past
February 9, 2011 - August 16, 2011
SALIENT CAPITAL L.P.
BD
CRD#: 147912
HOUSTON, TX
Past
June 23, 2010 - September 21, 2010
BURCH & COMPANY, INC
BD
CRD#: 102280
LEAWOOD, KS
Past
July 20, 2001 - December 31, 2003
RITTENHOUSE ASSET MANAGEMENT, INC.
RIA
CRD#: 106562
CHICAGO, IL
Past
March 21, 2001 - November 25, 2008
NUVEEN FUND ADVISORS, LLC
RIA
CRD#: 104626
CHICAGO, IL
Past
November 8, 1999 - November 25, 2008
NUVEEN SECURITIES, LLC
BD
CRD#: 469
CHICAGO, IL
Past
September 14, 1998 - October 12, 1999
ZACHARY JACKSON SECURITIES, LP
BD
CRD#: 38553
SPRINGFIELD, NJ
Past
May 14, 1997 - August 3, 1998
INVESCO CAPITAL MARKETS, INC.
BD
CRD#: 6939
HOUSTON, TX
Past
March 18, 1997 - April 14, 1997
REICH & TANG DISTRIBUTORS, INC.
BD
CRD#: 28078
NEW YORK, NY
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
Connecticut(2/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)
Direct owners and executive officers
Disclosures
| Regulatory Event | 1 |
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.
