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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

David Patrick Chandler

Advisor at IP FINANCIAL ADVISORY SERVICES LLC

Henderson, NV | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:bec909d3-537c-327c-2b60-a711c1ba2035

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Apr 2, 2007 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: Mar 30, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 8
Exams: S66
First exam: Mar 30, 2007
First registration: Apr 2, 2007
Dual registered: yes, broker-dealer
Other names: David Chandler
IAPD individual key: 5273942

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	May 27, 2020	n/a	yes	CHARLOTTE, NC\|Henderson, NV	Current employment
COOPER MCMANUS	Independent wealth	Sep 16, 2019	Feb 25, 2020	no	LAS VEGAS, NV\|IRVINE, CA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Oct 4, 2018	Jul 30, 2019	no	LAS VEGAS, NV	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 21, 2017	Jul 6, 2018	no	PRESCOTT, AZ\|PRESCOTT, AZ\|PRESCOTT VALLEY, AZ\|PRESCOTT, AZ	Previous registration
OSAIC FA, INC.	Former SEC adviser	Apr 24, 2017	Sep 12, 2017	no	LAS VEGAS, NV	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 11, 2014	Jul 14, 2016	no	HENDERSON, NV\|SAN DIEGO, CA\|HENDERSON, NV	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Apr 16, 2014	no	LAS VEGAS, NV\|LAS VEGAS, NV\|HENDERSON, NV\|HENDERSON, NV\|HENDERSON, NV\|LAS VEGAS, NV	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Apr 6, 2011	Oct 1, 2012	no	LAS VEGAS, NV\|LAS VEGAS, NV\|LAS VEGAS, NV\|HENDERSON, NV\|HENDERSON, NV\|HENDERSON, NV\|LAS VEGAS, NV	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Apr 6, 2011	no	LAS VEGAS, NV\|LAS VEGAS, NV	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Apr 2, 2007	Jan 3, 2011	no	LAS VEGAS, NV\|LAS VEGAS, NV\|HENDERSON, NV\|LAS VEGAS, NV	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
COOPER MCMANUS	IP FINANCIAL ADVISORY SERVICES LLC	Feb 25, 2020	May 27, 2020	92	Firm change	RIA to RIA
SECURITIES AMERICA ADVISORS, INC.	COOPER MCMANUS	Jul 30, 2019	Sep 16, 2019	48	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	SECURITIES AMERICA ADVISORS, INC.	Jul 6, 2018	Oct 4, 2018	90	Firm change	Wirehouse to ibd
OSAIC FA, INC.	J.P. MORGAN SECURITIES LLC	Sep 12, 2017	Sep 21, 2017	9	Firm change	Other
LPL FINANCIAL LLC	OSAIC FA, INC.	Jul 14, 2016	Apr 24, 2017	284	Firm change	Other
J.P. MORGAN SECURITIES LLC	LPL FINANCIAL LLC	Apr 16, 2014	Apr 11, 2014	-5	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
WELLS FARGO ADVISORS	CHASE INVESTMENT SERVICES CORP.	Apr 6, 2011	Apr 6, 2011	0	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (9)

→ IP FINANCIAL ADVISORY SERVICES LLCRegistered adviserregistration: current employment
May 27, 2020 to presentfactForm ADV
→ COOPER MCMANUSRegistered adviserregistration: previous registration
Sep 16, 2019 to Feb 25, 2020factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Oct 4, 2018 to Jul 30, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 21, 2017 to Jul 6, 2018factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Apr 24, 2017 to Sep 12, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 11, 2014 to Jul 14, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Apr 6, 2011 to Oct 1, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Apr 6, 2011factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.