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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

KEVIN HILLER KELLEY

Advisor at IP FINANCIAL ADVISORY SERVICES LLC

Johnston, RI | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:6b47b33e-9450-5c66-9f18-6aaa9ca80eac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2000 to Sep 14, 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: 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: Jan 15, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 6
Exams: S65|S63
First exam: Jan 15, 1988
First registration: Jan 1, 2000
Dual registered: yes, broker-dealer
IAPD individual key: 1787674

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
IP FINANCIAL ADVISORY SERVICES LLC	Independent wealth	Nov 8, 2022	n/a	yes	Johnston, RI\|CHARLOTTE, NC	Current employment
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Aug 17, 2009	Nov 9, 2022	no	CRANSTON, RI\|HOUSTON, TX	Previous registration
MUTUAL SERVICE CORPORATION	n/a	May 11, 2004	Aug 17, 2009	no	CRANSTON, RI	Previous registration
FFP ADVISORY SERVICES INC	n/a	Jan 1, 2000	May 12, 2004	no	CRANSTON, RI	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
NEXT FINANCIAL GROUP, INC.	IP FINANCIAL ADVISORY SERVICES LLC	Nov 9, 2022	Nov 8, 2022	-1	Firm change	Ibd to ibd
MUTUAL SERVICE CORPORATION	NEXT FINANCIAL GROUP, INC.	Aug 17, 2009	Aug 17, 2009	0	Firm change	Other
FFP ADVISORY SERVICES INC	MUTUAL SERVICE CORPORATION	May 12, 2004	May 11, 2004	-1	Firm change	Other

Relationships

Registered with (4)

→ IP FINANCIAL ADVISORY SERVICES LLCRegistered adviserregistration: current employment
Nov 8, 2022 to presentfactForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Aug 17, 2009 to Nov 9, 2022factForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
May 11, 2004 to Aug 17, 2009factForm ADV
→ FFP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Jan 1, 2000 to May 12, 2004factForm ADV

Dated events

Occurred
Nov 9, 2022
Advisor changed firm
Kevin Hiller Kelley left Next Financial Group, Inc. for Ip Financial Advisory Services Llc (registered 2022-11-08)
Form ADVobserved 5 days ago