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

Mar 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

7

Designations

Chartered Financial Analyst

Exams

S63

First exam

Dec 11, 2023

First registration

May 15, 2025

Dual registered

yes, broker-dealer

Other names

Martha Priscilla Delgado

IAPD individual key

7694736

• Occurred

  Nov 10, 2025
  Advisor changed firm

  Martha Delgado left Paradigm Institutional Investors for Ip Financial Advisory Services Llc (registered 2025-12-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5a635a96-e2b6-e27e-cfdc-1e7cda6f9bdd

First observed

May 15, 2025

Last observed

Sep 14, 2026 7 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.