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

Arrivals at Innovest Portfolio Solutions 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
Zachary PitmanMissionsquare Retirement BD affiliatedInnovest Portfolio Solutions LLC no RAUMOtherMay 5, 2026Jun 8, 2026 (34 d)
Joseph EssermanStrategic Advisers LLC national BDInnovest Portfolio Solutions LLC no RAUMOtherApr 16, 2026Aug 4, 2026 (110 d)
Eric Thomas KoeplinEversource Wealth Advisors, LLC independent RIAInnovest Portfolio Solutions LLC no RAUMOtherApr 1, 2026Jun 16, 2026 (76 d)
Steven Andrew KarshUlrich Investment Consultants otherInnovest Portfolio Solutions LLC no RAUMOtherApr 2, 2025May 5, 2025 (33 d)
Amy Susan HanophyWealthspire Retirement Advisory institutionalInnovest Portfolio Solutions LLC no RAUMOtherMay 17, 2024Feb 22, 2026 (646 d)
Christian Strauss O'DwyerBok Financial Private Wealth, Inc. independent RIAInnovest Portfolio Solutions LLC no RAUMOtherAug 31, 2023Dec 15, 2023 (106 d)
Tomas Erik JanssonJ.P. Morgan Private Wealth Advisors LLC BD affiliatedInnovest Portfolio Solutions LLC no RAUMOtherApr 17, 2023Oct 31, 2023 (197 d)
Franklin Dwayne CornettGrunden Financial Advisory, Inc. independent RIAInnovest Portfolio Solutions LLC no RAUMOtherDec 2, 2021Mar 3, 2022 (91 d)
Richard Anthony RodgersAdvisory Consulting Group LLC institutionalInnovest Portfolio Solutions LLC no RAUMOtherJun 10, 2020Jul 1, 2020
Robert Walton StebbinsAdvisory Consulting Group LLC institutionalInnovest Portfolio Solutions LLC no RAUMOtherJun 10, 2020Jun 25, 2020
Paul Gareth NacarioMissionsquare Retirement otherInnovest Portfolio Solutions LLC no RAUMOtherFeb 23, 2018Oct 3, 2018 (222 d)
Nicholas Joseph RotelloSeven Two Partners LLC no RAUMInnovest Portfolio Solutions LLC otherOtherDec 31, 2016Mar 23, 2017 (82 d)
Kenneth Reid SenourStrategic Advisers LLC national BDInnovest Portfolio Solutions LLC otherOtherSep 1, 2016Sep 16, 2016
Jared A MartinMissionsquare Retirement otherInnovest Portfolio Solutions LLC otherOtherJun 7, 2016Jun 28, 2016
Richard Anthony RodgersInsight Ebc no RAUMInnovest Portfolio Solutions LLC otherOtherDec 31, 2013Mar 19, 2014 (78 d)
Dustin Wayne RobertsEquitable Advisors, LLC national BDInnovest Portfolio Solutions LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 7, 2006Oct 20, 2020 (5249 d)
Page 1 of 1
16 moves match.