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RIA / WealthAdvisorCertified Financial Planner18 years in industry

INNA RIVILIS

Advisor at SUNFLOWER FINANCIAL PLANNING, LLC

WINDHAM, NH

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Search this name across graphsid dfx:ria:3453368b-c997-9d88-11ee-2384c411ca6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 23, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUNFLOWER FINANCIAL PLANNING, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 14, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Nov 14, 2007
First registration: Nov 23, 2007
Dual registered: no
Other names: INNA A. NOVYTSKA|INNA A. RIVILIS|inna rivilis
IAPD individual key: 5446775

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUNFLOWER FINANCIAL PLANNING, LLC	State registered	Mar 4, 2024	n/a	yes	WINDHAM, NH	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 30, 2021	Feb 21, 2024	no	MERRIMACK, NH	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 27, 2021	May 14, 2021	no	MERRIMACK, NH	Previous registration
THE HARBOR GROUP, INC.	Independent wealth	Jul 10, 2012	Nov 20, 2015	no	BEDFORD, NH	Previous registration
CALIBRE ADVISORY SERVICES INC.	n/a	Nov 23, 2007	Oct 15, 2010	no	WALTHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	SUNFLOWER FINANCIAL PLANNING, LLC	Feb 21, 2024	Mar 4, 2024	12	Firm change	Ibd to state RIA
THE HARBOR GROUP, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 20, 2015	Apr 27, 2021	1,985	Firm change after gap	Other
CALIBRE ADVISORY SERVICES INC.	THE HARBOR GROUP, INC.	Oct 15, 2010	Jul 10, 2012	634	Firm change after gap	Other

Relationships

Registered with (4)

→ SUNFLOWER FINANCIAL PLANNING, LLCRegistered adviserregistration: current employment
Mar 4, 2024 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 30, 2021 to Feb 21, 2024factForm ADV
→ THE HARBOR GROUP, INC.Registered adviserregistration: previous registration
Jul 10, 2012 to Nov 20, 2015factForm ADV
→ CALIBRE ADVISORY SERVICES INC.Registered adviserregistration: previous registration
Nov 23, 2007 to Oct 15, 2010factForm ADV

Dated events

Occurred
Feb 21, 2024
Advisor changed firm
Inna Rivilis left Fidelity Personal And Workplace Advisors for Sunflower Financial Planning, Llc (registered 2024-03-04)
Form ADVobserved 6 days ago