DFX Intelligence

Data Factory

RIA / WealthAdvisor24 years in industry

MEGHAN R VANDERLUGT

Advisor at VALOR WEALTH GROUP, LLC

ADA, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c8727be9-4bd4-d580-00b7-d65186f9bdfb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 7, 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: VALOR WEALTH GROUP, 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: May 31, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: May 31, 2002
First registration: May 7, 2007
Dual registered: no
Other names: MEGHAN L ROE|MEGHAN L ROE|MEGHAN L ROE HARSEVOORT|MEGHAN ROE HARSEVOORT
IAPD individual key: 4541445

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
VALOR WEALTH GROUP, LLC	State registered	Aug 18, 2025	n/a	yes	ADA, MI	Current employment
INNOVIA WEALTH, LLC	Independent wealth	Mar 5, 2023	Jun 18, 2025	no	GRAND RAPIDS, MI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 16, 2022	Feb 23, 2023	no	GRAND RAPIDS, MI	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Oct 23, 2008	Dec 3, 2021	no	IONIA, MI\|GRAND RAPIDS, MI\|LOWELL, MI\|ADA, MI\|GRAND RAPIDS, MI\|GRAND RAPIDS, MI\|GRAND RAPIDS, MI\|GRAND RAPIDS, MI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 7, 2007	Oct 9, 2008	no	GRAND RAPIDS, MI	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
INNOVIA WEALTH, LLC	VALOR WEALTH GROUP, LLC	Jun 18, 2025	Aug 18, 2025	61	Firm change	RIA to state RIA
WELLS FARGO ADVISORS	INNOVIA WEALTH, LLC	Feb 23, 2023	Mar 5, 2023	10	Firm change	Wirehouse to RIA
FIFTH THIRD SECURITIES, INC.	WELLS FARGO ADVISORS	Dec 3, 2021	May 16, 2022	164	Firm change	Ibd to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIFTH THIRD SECURITIES, INC.	Oct 9, 2008	Oct 23, 2008	14	Firm change	Other

Relationships

Registered with (5)

→ VALOR WEALTH GROUP, LLCRegistered adviserregistration: current employment
Aug 18, 2025 to presentfactForm ADV
→ INNOVIA WEALTH, LLCRegistered adviserregistration: previous registration
Mar 5, 2023 to Jun 18, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 16, 2022 to Feb 23, 2023factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Oct 23, 2008 to Dec 3, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 7, 2007 to Oct 9, 2008factForm ADV

Dated events

Occurred
Jun 18, 2025
Advisor changed firm
Meghan R Vanderlugt left Innovia Wealth, Llc for Valor Wealth Group, Llc (registered 2025-08-18)
Form ADVobserved 5 days ago
Occurred
Feb 23, 2023
Advisor changed firm
Meghan R Vanderlugt left Wells Fargo Advisors for Innovia Wealth, Llc (registered 2023-03-05)
Form ADVobserved 5 days ago