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Advisor at IP FINANCIAL ADVISORY SERVICES LLC
Gonzales, LA | Baton Rouge, LA | CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IP FINANCIAL ADVISORY SERVICES LLC | Independent wealth | May 26, 2026 | n/a | yes | Gonzales, LA|Baton Rouge, LA|CHARLOTTE, NC | Current employment |
| BRIAN LOW FINANCIAL GROUP, LLC | Independent wealth | Feb 4, 2025 | Feb 24, 2026 | no | BATON ROUGE, LA | Previous registration |
| CENTAURUS FINANCIAL, INC. | Bd affiliated wealth | Jul 20, 2022 | Dec 31, 2024 | no | BATON ROUGE, LA|PRAIRIEVILLE, LA|LEESBURG, VA|LEESBURG, VA|ANAHEIM, CA | Previous registration |
| CUNA BROKERAGE SERVICES, INC. | Former SEC adviser | Jan 20, 2006 | Jun 13, 2008 | no | BATON ROUGE, TX|BATON ROUGE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIAN LOW FINANCIAL GROUP, LLC | IP FINANCIAL ADVISORY SERVICES LLC | Feb 24, 2026 | May 26, 2026 | 91 | Firm change | RIA to RIA |
| CENTAURUS FINANCIAL, INC. | BRIAN LOW FINANCIAL GROUP, LLC | Dec 31, 2024 | Feb 4, 2025 | 35 | Firm change | Ibd to RIA |
| CUNA BROKERAGE SERVICES, INC. | CENTAURUS FINANCIAL, INC. | Jun 13, 2008 | Jul 20, 2022 | 5,150 | Firm change after gap | Other |