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 Adviser 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Don F Morgan | LPL Financial LLC BD affiliated | Innovative Adviser Solutions, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2026 | Feb 2, 2026 |
| David Eric Archibald | LPL Financial LLC BD affiliated | Innovative Adviser Solutions, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2025 | Jun 30, 2026 (406 d) |
| Craig Patrick Morgan | Dorado Financial Planning unclassified | Innovative Adviser Solutions, LLC independent RIA | Other | Dec 31, 2022 | Jun 26, 2026 (1273 d) |
| Scott Martin Sensenig | Spc BD affiliated | Innovative Adviser Solutions, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2022 | Apr 29, 2022 |
| Brian Seth Crawley | United Capital Financial Advisors BD affiliated | Innovative Adviser Solutions, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 6, 2022 | Apr 15, 2022 |
| Matthew James Pickett | First Financial Equity Corporation BD affiliated | Innovative Adviser Solutions, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2021 | Aug 13, 2021 |
| Edward King Riley | Ek Riley Investments, LLC independent RIA | Innovative Adviser Solutions, LLC independent RIA | RIA to RIA | Nov 6, 2020 | Sep 22, 2020 |
| Justin James Long | Ek Riley Investments, LLC independent RIA | Innovative Adviser Solutions, LLC independent RIA | RIA to RIA | Nov 6, 2020 | Oct 27, 2020 |
| Nicholas Matthew Van Noort | Ek Riley Investments, LLC independent RIA | Innovative Adviser Solutions, LLC independent RIA | RIA to RIA | Nov 6, 2020 | Oct 21, 2020 |
| Craig Patrick Morgan | Ek Riley Investments, LLC other | Innovative Adviser Solutions, LLC independent RIA | Other | Jan 5, 2017 | Feb 12, 2021 (1499 d) |
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10 moves match.