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

INNOVEST PORTFOLIO SOLUTIONS LLC

Current firm class

no raum reportedderived

Book size

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

Industry start

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

May 14, 2021

First registration

May 17, 2021

Dual registered

no

Other names

Zachary Lyle Pitman

IAPD individual key

7259933

• Occurred

  May 5, 2026
  Advisor changed firm

  Zachary Pitman left Missionsquare Retirement for Innovest Portfolio Solutions Llc (registered 2026-06-08)

  Form ADVobserved 6 days ago
• Occurred

  Dec 2, 2022
  Advisor changed firm

  Zachary Pitman left Edward Jones for Missionsquare Retirement (registered 2022-12-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a8e07d33-b670-53eb-0d47-db6502b3663b

First observed

May 17, 2021

Last observed

Sep 14, 2026 7 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.