DFX Intelligence

Data Factory

RIA / WealthAdvisor40 years in industry

JAMES TIMOTHY CHANDLER

Advisor at XCELSIOR ADVISOR PARTNERS LLC

CARLSBAD, CA | SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:25ce98a9-bb4c-d64a-3857-0368d6453c50

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 21, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: XCELSIOR ADVISOR PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 4, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Nov 4, 1985
First registration: Oct 21, 2005
Dual registered: no
IAPD individual key: 1405857

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
XCELSIOR ADVISOR PARTNERS LLC	Independent wealth	Dec 24, 2025	n/a	yes	SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|CARLSBAD, CA	Current employment
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Nov 7, 2008	Jun 12, 2022	no	SCOTTSDALE, AZ\|CARLSBAD, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 12, 2006	Nov 17, 2008	no	CARLSBAD, CA\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
PIPER SANDLER & CO.	Institutional manager	Oct 21, 2005	Aug 12, 2006	no	PHOENIX, AZ\|MINNEAPOLIS, MN\|SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ROBERT W. BAIRD & CO. INCORPORATED	XCELSIOR ADVISOR PARTNERS LLC	Jun 12, 2022	Dec 24, 2025	1,291	Firm change after gap	RIA to RIA
UBS FINANCIAL SERVICES INC.	ROBERT W. BAIRD & CO. INCORPORATED	Nov 17, 2008	Nov 7, 2008	-10	Firm change	Other
PIPER SANDLER & CO.	UBS FINANCIAL SERVICES INC.	Aug 12, 2006	Aug 12, 2006	0	Bulk transfer	Other

Relationships

Registered with (4)

→ XCELSIOR ADVISOR PARTNERS LLCRegistered adviserregistration: current employment
Dec 24, 2025 to presentfactForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Nov 7, 2008 to Jun 12, 2022factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 12, 2006 to Nov 17, 2008factForm ADV
→ PIPER SANDLER & CO.Registered adviserregistration: previous registration
Oct 21, 2005 to Aug 12, 2006factForm ADV

Dated events

Occurred
Jun 12, 2022
Advisor changed firm
James Timothy Chandler left Robert W. Baird & Co. Incorporated for Xcelsior Advisor Partners Llc (registered 2025-12-24)
Form ADVobserved 6 days ago