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.
- Title
- vice president – retirement planningreportedmdrncapital.comfirm site, Sep 15, 2026
- Professional profile
- mdrncapital.com/staff-member/gregg-indovinareportedmdrncapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Mdrn Capital independent RIA currentsince Aug 20, 2026 · Annapolis, Md
- Golden Reserve Retirement, LLC independent RIAApr 23, 2025 to Aug 10, 2026 · Dublin, Oh
- Rfg Advisory, LLC independent RIAJan 31, 2023 to Mar 12, 2025 · Englewood, Co
- Accelerated Wealth Advisors LLC independent RIAJan 6, 2015 to Feb 2, 2023 · Gibsonia, Pa
- Cambridge Investment Research Advisors, Inc. BD affiliatedJun 15, 2007 to Dec 31, 2014 · Gibsonia, Pa
- Pnc Wealth Management BD affiliatedNov 8, 2006 to Jun 22, 2007 · Pittsburgh, Pa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 18, 2005 to Oct 31, 2006 · Pittsburgh, Pa
- Golden Reserve Retirement, LLC to Mdrn Capitalleft Aug 10, 2026, registered Aug 20, 2026 (10 days) · RIA to RIA
- Rfg Advisory, LLC to Golden Reserve Retirement, LLCleft Mar 12, 2025, registered Apr 23, 2025 (42 days) · RIA to RIA
- Accelerated Wealth Advisors LLC to Rfg Advisory, LLCleft Feb 2, 2023, registered Jan 31, 2023 (-2 days) · RIA to RIA · moved with a team
- Cambridge Investment Research Advisors, Inc. to Accelerated Wealth Advisors LLCleft Dec 31, 2014, registered Jan 6, 2015 (6 days) · Other
- Pnc Wealth Management to Cambridge Investment Research Advisors, Inc.left Jun 22, 2007, registered Jun 15, 2007 (-7 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pnc Wealth Managementleft Oct 31, 2006, registered Nov 8, 2006 (8 days) · Other
- Gregg Michael Indovina left Golden Reserve Retirement, Llc for Mdrn Capital (registered 2026-08-20)Aug 10, 2026 · Advisor changed firm · fact
- Gregg Michael Indovina left Rfg Advisory, Llc for Golden Reserve Retirement, Llc (registered 2025-04-23)Mar 12, 2025 · Advisor changed firm · fact
- Gregg Michael Indovina left Accelerated Wealth Advisors Llc for Rfg Advisory, Llc (registered 2023-01-31)Feb 2, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address