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Advisor at INNOVATIVE ASSET ADVISORS GROUP
SHELTON, CT
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 |
|---|---|---|---|---|---|---|
| INNOVATIVE ASSET ADVISORS GROUP | Independent wealth | Jun 30, 2025 | n/a | yes | SHELTON, CT | Current employment |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | Institutional manager | Jun 8, 2021 | Jun 2, 2025 | no | New Haven, CT|NEW HAVEN, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | INNOVATIVE ASSET ADVISORS GROUP | Jun 2, 2025 | Jun 30, 2025 | 28 | Firm change | Other |