DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Meghan R Vanderlugt

Valor Wealth Group, LLCstate registeredAda, MiIA-onlyIAPD 4541445

Feed of 09/14/2026

Also filed as Meghan L Roe

At current firm

1 y

since Aug 18, 2025

In the industry

24 y

since May 31, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Valor Wealth Group, LLC state registered current
since Aug 18, 2025 · Ada, Mi
Innovia Wealth, LLC independent RIA
Mar 5, 2023 to Jun 18, 2025 · Grand Rapids, Mi
Wells Fargo Advisors wirehouse
May 16, 2022 to Feb 23, 2023 · Grand Rapids, Mi
Fifth Third Securities, Inc. BD affiliated
Oct 23, 2008 to Dec 3, 2021 · Ionia, Mi
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 7, 2007 to Oct 9, 2008 · Grand Rapids, Mi

Moves

a registration end followed by a registration begin elsewhere

Innovia Wealth, LLC to Valor Wealth Group, LLC
left Jun 18, 2025, registered Aug 18, 2025 (61 days) · RIA to a state-registered adviser
Wells Fargo Advisors to Innovia Wealth, LLC
left Feb 23, 2023, registered Mar 5, 2023 (10 days) · Wirehouse to independent RIA
Fifth Third Securities, Inc. to Wells Fargo Advisors
left Dec 3, 2021, registered May 16, 2022 (164 days) · Affiliated broker-dealer or bank to wirehouse
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fifth Third Securities, Inc.
left Oct 9, 2008, registered Oct 23, 2008 (14 days) · Other

Signals

Meghan R Vanderlugt left Innovia Wealth, Llc for Valor Wealth Group, Llc (registered 2025-08-18)
Jun 18, 2025 · Advisor changed firm · fact
Meghan R Vanderlugt left Wells Fargo Advisors for Innovia Wealth, Llc (registered 2023-03-05)
Feb 23, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address