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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

Chad Roope

Advisor at LINEWEAVER WEALTH ADVISORS

VALLEY VIEW, OH

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Search this name across graphsid dfx:ria:69444464-2dea-4e56-303a-eadd1b28b216

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 26, 2008 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: LINEWEAVER WEALTH ADVISORS
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: Dec 22, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Dec 22, 2006
First registration: Feb 26, 2008
Dual registered: no
Other names: CHAD DANIEL ROOPE
IAPD individual key: 5223517

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
LINEWEAVER WEALTH ADVISORS	Independent wealth	Aug 21, 2023	n/a	yes	VALLEY VIEW, OH	Current employment
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Nov 23, 2020	Nov 3, 2022	no	AKRON, OH	Previous registration
STRATOS INVESTMENT MANAGEMENT, LLC	Asset manager	Aug 25, 2016	Nov 2, 2020	no	BEACHWOOD, OH	Previous registration
VALMARK ADVISERS, INC.	Bd affiliated wealth	May 4, 2015	Aug 24, 2016	no	AKRON, OH	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Mar 26, 2012	Apr 17, 2015	no	ENGLEWOOD, CO\|LONE TREE, CO	Previous registration
COLTON GROOME FINANCIAL ADVISORS, LLC	Independent wealth	Mar 22, 2010	Mar 16, 2012	no	ASHEVILLE, NC\|ASHEVILLE, NC	Previous registration
VALMARK ADVISERS, INC.	Bd affiliated wealth	Feb 26, 2008	Feb 29, 2012	no	HENDERSONVILLE, NC\|ASHEVILLE, NC	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
SEQUOIA FINANCIAL GROUP, L.L.C.	LINEWEAVER WEALTH ADVISORS	Nov 3, 2022	Aug 21, 2023	291	Firm change	RIA to RIA
STRATOS INVESTMENT MANAGEMENT, LLC	SEQUOIA FINANCIAL GROUP, L.L.C.	Nov 2, 2020	Nov 23, 2020	21	Firm change	RIA to RIA
VALMARK ADVISERS, INC.	STRATOS INVESTMENT MANAGEMENT, LLC	Aug 24, 2016	Aug 25, 2016	1	Firm change	Other
SCHWAB WEALTH ADVISORY, INC.	VALMARK ADVISERS, INC.	Apr 17, 2015	May 4, 2015	17	Firm change	Other
COLTON GROOME FINANCIAL ADVISORS, LLC	SCHWAB WEALTH ADVISORY, INC.	Mar 16, 2012	Mar 26, 2012	10	Firm change	Other
VALMARK ADVISERS, INC.	COLTON GROOME FINANCIAL ADVISORS, LLC	Feb 29, 2012	Mar 22, 2010	-709	Firm change after gap	Other

Relationships

Registered with (6)

→ LINEWEAVER WEALTH ADVISORSRegistered adviserregistration: current employment
Aug 21, 2023 to presentfactForm ADV
→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: previous registration
Nov 23, 2020 to Nov 3, 2022factForm ADV
→ STRATOS INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 25, 2016 to Nov 2, 2020factForm ADV
→ VALMARK ADVISERS, INC.Registered adviserregistration: previous registration
May 4, 2015 to Aug 24, 2016factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Mar 26, 2012 to Apr 17, 2015factForm ADV
→ COLTON GROOME FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 22, 2010 to Mar 16, 2012factForm ADV

Dated events

Occurred
Nov 3, 2022
Advisor changed firm
Chad Roope left Sequoia Financial Group, L.L.C. for Lineweaver Wealth Advisors (registered 2023-08-21)
Form ADVobserved 4 days ago