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 Partners, 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
Neill B HatcherSummit Financial, LLC BD affiliatedInnovative Advisory Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 29, 2024Apr 30, 2024
Carolyn Ann FryarEquitable Advisors, LLC national BDInnovative Advisory Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 25, 2024Dec 18, 2025 (633 d)
Chadrick Dale CampbellWells Fargo Advisors wirehouseInnovative Advisory Partners, LLC otherOtherMay 15, 2015Sep 9, 2016 (483 d)
Charles Jonathan EmanuelLPL Financial LLC otherInnovative Advisory Partners, LLC otherOtherJul 29, 2014Feb 7, 2017 (924 d)
Charles Jonathan EmanuelBarnett & Co Inc otherInnovative Advisory Partners, LLC otherOtherMar 26, 2014May 13, 2014 (48 d)
William Stuart WoodOsaic Fa, Inc. otherInnovative Advisory Partners, LLC otherOtherAug 6, 2013Jul 31, 2013
Kevin Allen LamanOsaic Fa, Inc. otherInnovative Advisory Partners, LLC otherOtherAug 6, 2013Jul 31, 2013
Christopher Alan TaylorOsaic Fa, Inc. otherInnovative Advisory Partners, LLC otherOtherJul 26, 2013Jul 31, 2013
Joe David FranklinLPL Financial LLC otherInnovative Advisory Partners, LLC otherOtherJan 11, 2012Feb 17, 2011
Nicholas Winford HughesLPL Financial LLC otherInnovative Advisory Partners, LLC otherOtherDec 21, 2011Feb 17, 2011
John Thomas GarmanyWells Fargo Advisors wirehouseInnovative Advisory Partners, LLC otherOtherMay 20, 2011Jan 29, 2018 (2446 d)
Robert Leonard PragnellMorgan Keegan & Company, LLC otherInnovative Advisory Partners, LLC otherOtherJan 8, 2010Jan 29, 2018 (2943 d)
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12 moves match.