Mario Brown

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 02/2023
  New York Life Insurance Company
  Maitland, FL
• 02/2021 → 06/2022
  Motto Mortgage Secure
  Longwood, FL
• 12/2019 → 08/2020
  Ocwen Financial / Phh Mortgage
  West Palm Beach, FL
• 08/2019 → 10/2019
  South Florida Water Management District
  West Palm Beach, FL
• 08/2018 → 07/2019
  Slavic401K
  Boca Raton, FL
• 10/2015 → 08/2018
  Jp Morgan Chase
  Boca Raton, FL
• 10/2021 → 05/2024
  Valencia College
  Orlando, FL
• 08/2022 → 02/2023
  Nylife Securities Llc
  Maitland, FL
• 11/2019 → 12/2019
  Unemployed
  West Palm Beach, FL
• 08/2020 → 01/2021
  Freedom Mortgage
  Deerfield Beach, FL
• 01/2023 → 04/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 03/2023 → 04/2024
  Bank Of America, N.A.
  Charlotte, NC
• 05/2024 → 09/2025
  Valic Financial Advisors, Inc.
  Houston, TX
• 10/2014 → Present
  Army Reserve
  West Palm Beach, FL
• 05/2024 → 09/2025
  Agia
  Houston, TX
• 10/2021 → 02/2026
  Valencia College
  Orlando, FL
• 10/2025 → Present
  Innovation Partners Llc
  Charlotte, NC
• 10/2025 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC
• 04/2026 → Present
  Amazon Flex
  Fort Mill, SC

Previous Registrations

• 2024-05-07 → 2025-09-19
  Valic Financial Advisors, Inc.
  Greensboro, NC
• 2023-03-17 → 2024-05-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

[Army Reservist; I report one weekend a month to battle assembly; 3193 Gun Club Rd, West Palm Beach, FL 33406; Start Date 10/2014; Role/Title: Non Commissioned Officer; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours] ARMY RESERVE POSITION: Soldier NATURE: I report one weekend a month to battle assembly INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2014 ADDRESS: 3193 Gun Club Rd, West Palm Beach FL 33406, United States DESCRIPTION: Assists the unit commander in element readiness. Name of Business: Amazon Flex Investment-Related Nature: No Address of the Other Business: Fort Mill, SC 29708 Nature of the Other Business: Package delivery Position, Title, or Relationship: Delivery person Start Date of the Relationship: 04/2026 Approximate Number of Hours per Month Devoted: 24 hrs/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-30
• S63 Uniform Securities Agent State Law Examination
  2022-09-22

Other Names

• Mario Brown
• Mario Quentez Brown