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Advisor at INNOVIA WEALTH, LLC
GRAND RAPIDS, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INNOVIA WEALTH, LLC | Independent wealth | Jan 4, 2020 | n/a | yes | GRAND RAPIDS, MI | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 30, 2019 | Jan 17, 2020 | no | GRAND RAPIDS, MI|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | INNOVIA WEALTH, LLC | Jan 17, 2020 | Jan 4, 2020 | -13 | Firm change | Wirehouse to RIA |