Martha Delgado

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:

Current Employers

Ip Financial Advisory Services Llc

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-01-05
GA	RA	APPROVED	2025-12-05
NJ	RA	APPROVED	2025-12-05
CA	RA	APPROVED	2025-12-04
CT	RA	APPROVED	2025-12-04
IL	RA	APPROVED	2025-12-04
NY	RA	APPROVED	2025-12-04

FL RA
APPROVED

Since 2026-01-05
GA RA
APPROVED

Since 2025-12-05
NJ RA
APPROVED

Since 2025-12-05
CA RA
APPROVED

Since 2025-12-04
CT RA
APPROVED

Since 2025-12-04
IL RA
APPROVED

Since 2025-12-04
NY RA
APPROVED

Since 2025-12-04

Branch Locations

Ross, CA • United States

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Allspring Global Investments	San Francisco	CA	03/2009	05/2025
Allspring Funds Distributor, Llc	San Francisco	CA	02/2023	05/2025
Paradigm Institutnal Investors	Dallas	TX	05/2024	11/2025
Innovation Partners Llc	Charlotte	NC	11/2025	Present
Ip Financial Advisory Services	Charlotte	NC	11/2025	Present

03/2009 → 05/2025

Allspring Global Investments

San Francisco, CA
02/2023 → 05/2025

Allspring Funds Distributor, Llc

San Francisco, CA
05/2024 → 11/2025

Paradigm Institutnal Investors

Dallas, TX
11/2025 → Present

Innovation Partners Llc

Charlotte, NC
11/2025 → Present

Ip Financial Advisory Services

Charlotte, NC

Previous Registrations

2025-05-15 → 2025-11-10

Paradigm Institutional Investors

Dallas, TX

Ross, CA

Other Businesses

1. Marin Health Start Date: 11/13/025 Business Address: 250 Bon Air Rd. Greenbrae, CA 94904 Website: www.mymarinhealth.com Nature of Business: Member of the Investment Committee for the system's operating pools and pension pools. Hours per Week: Less than 3 hours not during normal business hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-12-11

S63 Uniform Securities Agent State Law Examination

2023-12-11

Designations

Chartered Financial Analyst

Other Names

Martha Priscilla Delgado

View on SEC IAPD