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 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 |
|---|---|---|---|---|---|
| Krista Letcher | Edward Jones national BD | Innovative Advisory Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 18, 2025 | Sep 22, 2025 |
| Douglas Edward Lynam | Longview Asset Management, LLC independent RIA | Innovative Advisory Group independent RIA | RIA to RIA | Mar 27, 2024 | Jan 23, 2026 (667 d) |
| Redina E Franklin | Amicus Financial Advisors, LLC independent RIA | Innovative Advisory Group independent RIA | RIA to RIA | Mar 2, 2021 | Mar 10, 2021 |
| John Mark English | Ameriprise Financial Services, LLC national BD | Innovative Advisory Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2019 | Nov 21, 2019 |
| Paul R Dio | LPL Financial LLC independent RIA | Innovative Advisory Group independent RIA | RIA to RIA | Mar 27, 2018 | Jan 22, 2021 (1032 d) |
| Timothy Theodore Picciott | Wealthcare Advisory Partners LLC independent RIA | Innovative Advisory Group independent RIA | RIA to RIA | Feb 15, 2018 | May 21, 2018 (95 d) |
| Michelle Evard Moses | On Investment Management Co other | Innovative Advisory Group independent RIA | Other | Apr 24, 2009 | Aug 11, 2025 (5953 d) |
| Tienchia Wang | On Investment Management Co other | Innovative Advisory Group independent RIA | Other | Dec 31, 2008 | May 4, 2021 (4507 d) |
| Kirk Ronald Chisholm | Osaic Wealth, Inc. other | Innovative Advisory Group independent RIA | Other | Nov 12, 2008 | Nov 12, 2008 |
| Laurie Ann Bachelder | U.S. Financial Advisors other | Innovative Advisory Group independent RIA | Other | Jul 8, 2008 | Jul 9, 2008 |
| Rajeev H Kotyan | U.S. Financial Advisors other | Innovative Advisory Group independent RIA | Other | Jul 8, 2008 | Jul 9, 2008 |
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11 moves match.