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

May 8, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

May 8, 1990

First registration

Jul 21, 2014

Dual registered

yes, broker-dealer

Other names

John A Polyviou|JOHN ANTHONY POLYVIOU

IAPD individual key

2030212

• Occurred

  Jan 29, 2024
  Advisor changed firm

  John Anthony Polyviou left Linden Thomas Advisory Services, Llc for Ip Financial Advisory Services Llc (registered 2024-09-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aa542239-9a03-140d-e8aa-4a5782b70e47

First observed

Jul 21, 2014

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.