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 Portfolios 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ronald Robert Brock | Innovative Portfolios LLC asset manager | Allworth Financial, L.P. BD affiliated | Other | Oct 13, 2025 | May 30, 2025 |
| David Gilreath | Innovative Portfolios LLC asset manager | Sellery Portfolio Management, LLC other | Other | Oct 13, 2025 | Dec 23, 2015 |
| Jared Tyson Lee | Innovative Portfolios LLC asset manager | Allworth Financial, L.P. BD affiliated | Other | Jun 16, 2025 | May 30, 2025 |
| Christina Ann Jordan | Innovative Portfolios LLC asset manager | Allworth Financial, L.P. BD affiliated | Other | May 16, 2025 | May 30, 2025 |
| Peter Gorman Bjelopetrovich | Innovative Portfolios LLC asset manager | Mindset Wealth Management, LLC no RAUM | Other | Mar 27, 2024 | Mar 27, 2024 |
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5 moves match.