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RIA / WealthAdvisor28 years in industry

DENISE GREENE FRENCH

Advisor at INTENTIONAL WEALTH PARTNERS

CLEVELAND, OH | The Woodlands, TX

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Search this name across graphsid dfx:ria:a868f9e5-0330-ea7c-8358-47d2960e3dbc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 9, 2004 to Sep 15, 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: INTENTIONAL WEALTH PARTNERS
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: Dec 31, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Dec 31, 1997
First registration: Jun 9, 2004
Dual registered: no
Other names: DENISE ELEN PRIMEAU|DENISE PRIMEAU SKOLAUT|DENISE PRIMEAU|DENISE GREENE|DENISE GREENE FRENCH
IAPD individual key: 2817203

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
INTENTIONAL WEALTH PARTNERS	State registered	Jan 10, 2024	n/a	yes	CLEVELAND, OH\|The Woodlands, TX	Current employment
ENGRAVE WEALTH PARTNERS, LLC	Former SEC adviser	Oct 11, 2022	Mar 26, 2024	no	THE WOODLANDS, TX	Previous registration
BELPOINTE ASSET MANAGEMENT LLC	Independent wealth	Nov 23, 2016	Oct 7, 2022	no	The Woodlands, TX\|RENO, NV	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 2, 2015	Nov 17, 2016	no	THE WOODLANDS, TX\|Spring, TX\|NORMAN, OK	Previous registration
LINCOLN FINANCIAL DISTRIBUTORS, INC.	n/a	Jun 9, 2004	Feb 24, 2011	no	THE WOODLANDS, TX\|RADNOR, PA\|TULSA, OK\|ALTADENA, CA	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
ENGRAVE WEALTH PARTNERS, LLC	INTENTIONAL WEALTH PARTNERS	Mar 26, 2024	Jan 10, 2024	-76	Firm change after gap	RIA to state RIA
BELPOINTE ASSET MANAGEMENT LLC	ENGRAVE WEALTH PARTNERS, LLC	Oct 7, 2022	Oct 11, 2022	4	Firm change	RIA to RIA
VOYA FINANCIAL ADVISORS, INC.	BELPOINTE ASSET MANAGEMENT LLC	Nov 17, 2016	Nov 23, 2016	6	Firm change	Other
LINCOLN FINANCIAL DISTRIBUTORS, INC.	VOYA FINANCIAL ADVISORS, INC.	Feb 24, 2011	Feb 2, 2015	1,439	Firm change after gap	Other

Relationships

Registered with (5)

→ INTENTIONAL WEALTH PARTNERSRegistered adviserregistration: current employment
Jan 10, 2024 to presentfactForm ADV
→ ENGRAVE WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Oct 11, 2022 to Mar 26, 2024factForm ADV
→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Nov 23, 2016 to Oct 7, 2022factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 2, 2015 to Nov 17, 2016factForm ADV
→ LINCOLN FINANCIAL DISTRIBUTORS, INC.Registered adviserregistration: previous registration
Jun 9, 2004 to Feb 24, 2011factForm ADV

Dated events

Occurred
Mar 26, 2024
Advisor changed firm
Denise Greene French left Engrave Wealth Partners, Llc for Intentional Wealth Partners (registered 2024-01-10)
Form ADVobserved 5 days ago
Occurred
Oct 7, 2022
Advisor changed firm
Denise Greene French left Belpointe Asset Management Llc for Engrave Wealth Partners, Llc (registered 2022-10-11)
Form ADVobserved 5 days ago