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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Feb 24, 2021

First registration

Sep 23, 2022

Dual registered

yes, broker-dealer

IAPD individual key

7247365

• Occurred

  Feb 7, 2024
  Advisor changed firm

  Emily Anne Deconcini left W.A. Smith Financial Group for Ip Financial Advisory Services Llc (registered 2024-03-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4aabd120-5c77-4aa8-4303-7bb221c69ca0

First observed

Sep 23, 2022

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.