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.

Current firm

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Mar 20, 2017

First registration

Feb 2, 2018

Dual registered

no

IAPD individual key

6798462

• Occurred

  Dec 5, 2024
  Advisor changed firm

  Jason Grant Montgomery left Normandy Investment Advisors for Prevail Innovative Wealth Advisors, Llc (registered 2024-12-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0f04c3d4-d94e-99e6-26b0-2f263f72f4af

First observed

Feb 2, 2018

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.