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.

Current firm

IP FINANCIAL ADVISORY SERVICES 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

Oct 13, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Oct 13, 2011

First registration

Sep 12, 2012

Dual registered

yes, broker-dealer

Other names

JOSHUA SOUSA PACHECO|JOSHUA S PACHECO

IAPD individual key

5865407

• Occurred

  Jun 18, 2026
  Advisor changed firm

  Joshua Sousa Pacheco left Axis Wealth Partners, Llc for Ip Financial Advisory Services Llc (registered 2026-01-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2cea5587-71e4-1b39-2cf0-e575a862af67

First observed

Sep 12, 2012

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.