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 Family Office 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 |
|---|---|---|---|---|---|
| Paul Bennett Plesser | Innovative Family Office LLC independent RIA | Innovative Private Wealth Management Inc. mixed wealth | RIA to RIA | Aug 26, 2026 | Jul 16, 2026 |
| Lincoln Adrian Dacosta | Innovative Family Office LLC independent RIA | Innovative Private Wealth Management Inc. mixed wealth | RIA to RIA | Aug 26, 2026 | Jul 16, 2026 |
| Cory Paul Slovik | Innovative Family Office LLC independent RIA | Innovative Private Wealth Management Inc. mixed wealth | RIA to RIA | Aug 26, 2026 | Jul 27, 2026 |
| Sunil Kumar Handa | Innovative Family Office LLC independent RIA | Innovative Private Wealth Management Inc. independent RIA | RIA to RIA | Aug 26, 2026 | Jun 25, 2025 |
| Paul Dominic Pizzuti | Innovative Family Office LLC independent RIA | Innovative Private Wealth Management Inc. independent RIA | RIA to RIA | Aug 26, 2026 | Feb 7, 2025 |
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5 moves match.