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

Chad Roope

Lineweaver Wealth Advisorsindependent RIAValley View, OhIA-onlyIAPD 5223517

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Chad Daniel Roope

At current firm

3 y

since Aug 21, 2023

In the industry

19 y

since Dec 22, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Lineweaver Wealth Advisors independent RIA current
since Aug 21, 2023 · Valley View, Oh
Sequoia Financial Group, L.L.C. independent RIA
Nov 23, 2020 to Nov 3, 2022 · Akron, Oh
Stratos Investment Management, LLC asset manager
Aug 25, 2016 to Nov 2, 2020 · Beachwood, Oh
Valmark Advisers, Inc. BD affiliated
May 4, 2015 to Aug 24, 2016 · Akron, Oh
Schwab Wealth Advisory, Inc. no RAUM
Mar 26, 2012 to Apr 17, 2015 · Englewood, Co
Colton Groome Financial Advisors, LLC independent RIA
Mar 22, 2010 to Mar 16, 2012 · Asheville, Nc
Valmark Advisers, Inc. BD affiliated
Feb 26, 2008 to Feb 29, 2012 · Hendersonville, Nc

Moves

a registration end followed by a registration begin elsewhere

Sequoia Financial Group, L.L.C. to Lineweaver Wealth Advisors
left Nov 3, 2022, registered Aug 21, 2023 (291 days) · RIA to RIA
Stratos Investment Management, LLC to Sequoia Financial Group, L.L.C.
left Nov 2, 2020, registered Nov 23, 2020 (21 days) · RIA to RIA
Valmark Advisers, Inc. to Stratos Investment Management, LLC
left Aug 24, 2016, registered Aug 25, 2016 (1 days) · Other
Schwab Wealth Advisory, Inc. to Valmark Advisers, Inc.
left Apr 17, 2015, registered May 4, 2015 (17 days) · Other
Colton Groome Financial Advisors, LLC to Schwab Wealth Advisory, Inc.
left Mar 16, 2012, registered Mar 26, 2012 (10 days) · Other
Valmark Advisers, Inc. to Colton Groome Financial Advisors, LLC
left Feb 29, 2012, registered Mar 22, 2010 (-709 days) · Other

Signals

Chad Roope left Sequoia Financial Group, L.L.C. for Lineweaver Wealth Advisors (registered 2023-08-21)
Nov 3, 2022 · 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: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address