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

INNOVATIVE WEALTH ADVISORS 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

Jun 1, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Personal Financial Specialist

Exams

S65

First exam

Nov 17, 2009

First registration

Sep 3, 2010

Dual registered

no

Other names

JERRY WARD

IAPD individual key

5801723

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f5cd3fa6-acd9-ac24-3dc2-e91b7f43cdf6

First observed

Sep 3, 2010

Last observed

Sep 14, 2026 6 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.