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Advisor at INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
SOMERS, NY | Park Ridge, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. | Mixed wealth | Jul 27, 2026 | n/a | yes | SOMERS, NY|Park Ridge, NJ | Current employment |
| INNOVATIVE FAMILY OFFICE LLC | Former SEC adviser | Jun 14, 2024 | Aug 26, 2026 | no | Park Ridge, NJ|SOMERS, NY|Montclair, NJ | Previous registration |
| EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | Independent wealth | Mar 29, 2021 | May 3, 2024 | no | HOLMDEL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INNOVATIVE FAMILY OFFICE LLC | INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. | Aug 26, 2026 | Jul 27, 2026 | -30 | Firm change | RIA to RIA |
| EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | INNOVATIVE FAMILY OFFICE LLC | May 3, 2024 | Jun 14, 2024 | 42 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 329496:324586:NY:2026-08-26 | Aug 26, 2026 | Jul 27, 2026 | SOMERS, NY | Firm change |