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Ip Financial Advisory Services LLC CRD 305772
$481M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
| AZ | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED_RES | 2026-01-02 |
| MT | RA | APPROVED | 2025-12-26 |
| WI | RA | APPROVED | 2025-12-26 |
| WA | RA | APPROVED | 2025-12-24 |
| ID | RA | APPROVED | 2025-12-23 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Edmonds, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2015 | 02/2023 |
| Kingsview Wealth Management Llc | Edmonds | WA | 02/2023 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 02/2023 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 12/2025 | Present |
72 WEST TOWNHOMES, LLC EDMONDS, WA Start date: 4/22/2020 PRESIDENT Hours per week: 0 Hours during trading: 0 Hold and direct board meetings. It is a small 3 unit HOA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-30 |
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