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.

Advisor moves

Departures from Innovation Partners LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Erik Robert DoddsInnovation Partners LLC no RAUMSecurities America Advisors, Inc. otherOtherOct 14, 2025Jun 10, 2014
Brian Lon BiedermanInnovation Partners LLC no RAUMCape Investment Advisory, Inc. independent RIAOtherSep 12, 2025Aug 15, 2025
Stuart Blake PettyInnovation Partners LLC BD affiliatedIp Financial Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 5, 2021Jan 10, 2020
Malik PearsonInnovation Partners LLC BD affiliatedIp Financial Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2021Jan 15, 2020
Roman InochovskyInnovation Partners LLC BD affiliatedModern Capital Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2021Jun 29, 2022 (454 d)
David HolmesInnovation Partners LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 10, 2020Feb 24, 2023 (806 d)
Terrence Patrick CunninghamInnovation Partners LLC BD affiliatedIp Financial Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 21, 2020Jan 14, 2020
Tracey DeanInnovation Partners LLC BD affiliatedIp Financial Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 18, 2020Feb 4, 2020
Lei JiaoInnovation Partners LLC BD affiliatedIp Financial Advisory Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 16, 2020Mar 4, 2022 (534 d)
Timothy Ballard WhiteInnovation Partners LLC BD affiliatedIp Financial Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 14, 2020Feb 5, 2020
Ryan Michael FiliaggiInnovation Partners LLC BD affiliatedIp Financial Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 14, 2020May 29, 2020
Craig Arnold SorensonInnovation Partners LLC BD affiliatedIp Financial Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 25, 2020Jan 30, 2020
Sharon Elaine SykesInnovation Partners LLC BD affiliatedIp Financial Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 25, 2020Jan 14, 2020
Steven Kim MitchellInnovation Partners LLC BD affiliatedIp Financial Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 25, 2020Jan 15, 2020
Leslie GarnerInnovation Partners LLC BD affiliatedAdaptfirst Investments LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserOct 23, 2019Oct 25, 2019
James C ByersInnovation Partners LLC BD affiliatedAdaptfirst Investments LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserOct 23, 2019Nov 4, 2019
Richard Howard KudlerInnovation Partners LLC BD affiliatedKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 21, 2019Jun 18, 2019
Clinton Wayne CopelandInnovation Partners LLC BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 2, 2019Dec 3, 2019 (335 d)
Gregory Fuller KiteInnovation Partners LLC BD affiliatedTransamerica Financial Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 28, 2018Nov 1, 2018 (126 d)
Paul Woodson AbeleInnovation Partners LLC BD affiliatedCanterbury Investment Advisors LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserMay 16, 2018May 24, 2018
Phillip A WallaceInnovation Partners LLC otherAragon Capital LLC independent RIAOtherDec 13, 2017Feb 19, 2020 (798 d)
Larry SfinasInnovation Partners LLC otherExodus Wealth, LLC otherOtherAug 30, 2017Sep 1, 2017
Cynthia PellegrinoInnovation Partners LLC otherExodus Wealth, LLC otherOtherMar 24, 2017Mar 31, 2017
Eduardo Yamir Gonzalez-LopezInnovation Partners LLC otherEdgon Advisory LLC state registeredOtherMar 13, 2017Oct 24, 2017 (225 d)
Daniel Matthew VinsonInnovation Partners LLC otherSagepoint Financial, Inc. otherOtherDec 31, 2016Jan 12, 2017
Hugo Cesar MerazInnovation Partners LLC otherClaraphi Advisory Network, LLC otherOtherNov 4, 2016Feb 8, 2018 (461 d)
Michael Lawrence KellyInnovation Partners LLC otherScf Investment Advisors, Inc. otherOtherFeb 9, 2016Feb 4, 2016
Arland KellyInnovation Partners LLC otherScf Investment Advisors, Inc. otherOtherFeb 9, 2016Feb 4, 2016
Lawrence Andrew SalbergInnovation Partners LLC otherLPL Financial LLC otherOtherApr 16, 2015Apr 27, 2015
Scott Mons BroadbentInnovation Partners LLC otherAdvisory Services Network otherOtherApr 7, 2015Apr 15, 2015
John David MillerInnovation Partners LLC otherHfg Advisors independent RIAOtherDec 24, 2014May 6, 2016 (499 d)
Kenneth Harold AulbachInnovation Partners LLC otherAmerican Portfolios Advisors, Inc otherOtherAug 2, 2012May 27, 2014 (663 d)
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32 moves match.