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
Roy Joseph Innella
Feed of 09/14/2026
At current firm
8 y
since Apr 23, 2018
In the industry
19 y
since Jun 1, 2007 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Watch Advisors, Inc independent RIA currentsince Apr 23, 2018 · Vero Beach, Fl
- Financial Gravity Asset Management, Inc. independent RIASep 18, 2015 to Jul 23, 2018 · King Of Prussia, Pa
- Redhawk Wealth Advisors, Inc. independent RIASep 21, 2011 to Jul 29, 2016 · Berwyn, Pa
- Prosperity Economics Partners, LLC formerOct 15, 2010 to Sep 15, 2011 · Wayne, Pa
- Planmember Securities Corporation independent RIAApr 8, 2009 to Sep 27, 2010 · Berwyn, Pa
- The Wealth Advocate Investment Group, LLC unclassifiedMay 5, 2008 to Apr 13, 2009 · Berwyn, Pa
- Hornor, Townsend & Kent, LLC independent RIAJan 4, 2008 to Apr 15, 2008 · Conshohocken, Pa
Moves
a registration end followed by a registration begin elsewhere
- Financial Gravity Asset Management, Inc. to Wealth Watch Advisors, Incleft Jul 23, 2018, registered Apr 23, 2018 (-91 days) · RIA to RIA
- Redhawk Wealth Advisors, Inc. to Financial Gravity Asset Management, Inc.left Jul 29, 2016, registered Sep 18, 2015 (-315 days) · Other
- Prosperity Economics Partners, LLC to Redhawk Wealth Advisors, Inc.left Sep 15, 2011, registered Sep 21, 2011 (6 days) · Other
- Planmember Securities Corporation to Prosperity Economics Partners, LLCleft Sep 27, 2010, registered Oct 15, 2010 (18 days) · Other
- The Wealth Advocate Investment Group, LLC to Planmember Securities Corporationleft Apr 13, 2009, registered Apr 8, 2009 (-5 days) · Other
- Hornor, Townsend & Kent, LLC to The Wealth Advocate Investment Group, LLCleft Apr 15, 2008, registered May 5, 2008 (20 days) · Other
Signals
No dated event on this person.
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