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

Oct 7, 1982earliest registration or exam on IAPD

Years in industry

43derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S63

First exam

Oct 7, 1982

First registration

Jul 30, 2012

Dual registered

yes, broker-dealer

IAPD individual key

1065344

• Occurred

  Jul 7, 2023
  Advisor changed firm

  Roger Lee Slayton left Securities America Advisors, Inc. for Ip Financial Advisory Services Llc (registered 2023-07-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ff725a80-ae64-ad86-a1db-c60248cb542a

First observed

Jul 30, 2012

Last observed

Sep 15, 2026 6 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.