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 Innovative Advisory Group
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Douglas Edward Lynam | Innovative Advisory Group independent RIA | Course Management Investment Advisors, LLC independent RIA | RIA to RIA | Jun 3, 2026 | Apr 22, 2026 |
| George Ivan Zuluaga | Innovative Advisory Group independent RIA | Wisewealth Financial Advisors unclassified | Other | Nov 27, 2012 | Dec 6, 2012 |
| Laurie Ann Bachelder | Innovative Advisory Group independent RIA | Freedom Wealth Advisors, LLC state registered | RIA to a state-registered adviser | Oct 16, 2012 | Aug 23, 2012 |
Page 1 of 1
3 moves match.