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 Innovia Wealth, 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
Grace Ann TouchetteInnovia Wealth, LLC independent RIARockefeller Capital Management BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2026Apr 14, 2026
Connor P. McdevittInnovia Wealth, LLC independent RIAFiduciary Financial Advisors independent RIARIA to RIAFeb 19, 2026Feb 24, 2026
Meghan R VanderlugtInnovia Wealth, LLC independent RIAValor Wealth Group, LLC state registeredRIA to a state-registered adviserJun 18, 2025Aug 18, 2025 (61 d)
James DejaegerInnovia Wealth, LLC independent RIAThe Coury Firm independent RIARIA to RIAJun 18, 2025Feb 5, 2026 (232 d)
Katherine Joy FordInnovia Wealth, LLC independent RIABlue Chip Partners, LLC independent RIARIA to RIADec 9, 2024Dec 16, 2024
Nathan LukeInnovia Wealth, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIASep 7, 2023Jul 13, 2026 (1040 d)
Christopher T SmithInnovia Wealth, LLC independent RIAThrivent Investment Management Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 28, 2023May 22, 2023 (83 d)
Thomas M BlowerInnovia Wealth, LLC independent RIAFiduciary Financial Advisors independent RIARIA to RIASep 9, 2020Sep 15, 2020
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8 moves match.