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 Portfolios 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 |
|---|---|---|---|---|---|
| Ronald Robert Brock | Sheaff Brock Investment Advisors, LLC independent RIA | Innovative Portfolios LLC no RAUM | Other | Sep 12, 2025 | Dec 7, 2015 |
| Jared Tyson Lee | Sheaff Brock Investment Advisors, LLC independent RIA | Innovative Portfolios LLC asset manager | Other | Sep 12, 2025 | May 24, 2024 |
| David Gilreath | Salzinger Sheaff Brock, LLC independent RIA | Innovative Portfolios LLC no RAUM | Other | Jun 26, 2025 | Oct 28, 2015 |
| Christina Ann Jordan | Sheaff Brock Investment Advisors, LLC independent RIA | Innovative Portfolios LLC no RAUM | Other | Jun 20, 2025 | Jan 17, 2019 |
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4 moves match.