ME
Michael T. Enyart
INNOVATION PARTNERS LLC
Charlotte, NC 28210
Some features on this profile are disabled
CRD#: 7189931
ME
Professional summary
Michael Thomas Enyart, who also goes by Michael Thomas Enyart, is a registered financial professional currently at INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Michael is registered as a RR (Registered Representative) and started their career in finance in 2021. Michael has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Michael Thomas Enyart
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)-ADVENTURE AUTO LLC-NOT INVESTMENT RELATED, 6126 BRAUN COURT, ARVADA, CO 80004, CAR RENTAL, OWNER, STARTED 1/1/2020, PURCHASING AND SELLING, 1 HOUR/MONTH, 0 HOURS/MONTH DURING SECURITIES TRADING HOURS. 2)-DUFFY FINANCIAL LLC DBA WD WEALTH STRATEGIES-INVESTMENT RELATED, 10463 PARK MEADOWS DR, SUITE 211, LONE TREE CO 80124, FINANCIAL SERVICES, WEALTH STRATEGIST, START APRIL 2018, 180 HOURS/MONTH, 130 HOURS/MONTH DURING SECURITIES TRADING HOURS, BUILD PLANS, MEET WITH CLIENTS, ANSWER QUESTIONS. 3)-DIRECT SOURCE WEALTH ADVISORY LLC, 10463 PARK MEADOWS DR, SUITE 211, LONE TREE CO 80124, FINANCIAL SERVICES, INVESTMENT ADVISOR REPRESENTATIVE, START FEBRUARY 2022, 180 HOURS/MONTH, 130 HOURS/MONTH DURING SECURITIES TRADING HOURS, BUILD PLANS, MEET WITH CLIENTS, ANSWER QUESTIONS. 4) https://greendayfinance.comGreen Tree Solar referrals
CRS (Client Relationship Summary) - BD
Click below to view Michael Thomas Enyart'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
August 23, 2023 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210RIA
BD
CRD#: 146344
Charlotte, NC
Past
June 8, 2022 - November 6, 2023
SHARENETT SECURITIES LLC
BD
CRD#: 151011
Lone Tree, CO
Past
February 22, 2022 - October 27, 2023
DIRECT SOURCE WEALTH ADVISORY
RIA
CRD#: 300201
Lone Tree, CO
Past
July 20, 2021 - February 3, 2022
EMERSON EQUITY LLC
RIA
CRD#: 130032
Lone Tree, CO
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
California(9/25/2023)
RR
Colorado(8/23/2023)
RR
Florida(9/29/2023)
RR
Georgia(9/25/2023)
RR
Idaho(9/25/2023)
RR
Illinois(10/12/2023)
RR
Iowa(12/19/2023)
RR
Maryland(11/20/2023)
RR
Nevada(1/3/2024)
RR
South Dakota(12/19/2023)
RR
Texas(8/23/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/8/2022
General Securities Representative ExaminationGeneral 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.
