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

INVST, 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

May 27, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

May 27, 2006

First registration

Dec 16, 2014

Dual registered

no

Other names

TODD LEVINE|TODD SCOTT LEVINE

IAPD individual key

4308956

• Occurred

  Jun 10, 2026
  Advisor owns new adviser

  Todd S Levine, registered through Invst, LLC (Indianapolis, IN), is a direct owner of Tomoro, an adviser first registered 2026-06-10; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing

  Form ADVobserved 3 days ago
• Occurred

  Feb 1, 2022
  Advisor changed firm

  Todd S Levine left Park Avenue Securities Llc for Invst, Llc (registered 2022-01-24)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8f6ed149-c540-cfc4-cb41-a4352f8bb73f

First observed

Dec 16, 2014

Last observed

Sep 15, 2026 3 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.