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 Innovia Wealth, 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 |
|---|---|---|---|---|---|
| Tyler J Demoss | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Innovia Wealth, LLC independent RIA | Wirehouse to independent RIA | Mar 27, 2026 | Apr 23, 2026 |
| Grace Ann Touchette | Tfo Wealth Partners independent RIA | Innovia Wealth, LLC independent RIA | RIA to RIA | Sep 23, 2025 | Sep 25, 2025 |
| Jacob Nicholas Petrick | Plante Moran Financial Advisors independent RIA | Innovia Wealth, LLC independent RIA | RIA to RIA | Jul 10, 2025 | Sep 3, 2025 (55 d) |
| George Pantlind | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Innovia Wealth, LLC independent RIA | Wirehouse to independent RIA | Oct 9, 2023 | Oct 6, 2023 |
| Meghan R Vanderlugt | Wells Fargo Advisors wirehouse | Innovia Wealth, LLC independent RIA | Wirehouse to independent RIA | Feb 23, 2023 | Mar 5, 2023 |
| Nathan Luke | Oxford Financial Group, Ltd independent RIA | Innovia Wealth, LLC independent RIA | RIA to RIA | Oct 27, 2022 | Jan 25, 2023 (90 d) |
| Christopher T Smith | Eagle Strategies LLC BD affiliated | Innovia Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2022 | Oct 18, 2022 |
| James Dejaeger | Regal Investment Advisors LLC BD affiliated | Innovia Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2021 | Dec 15, 2021 (91 d) |
| Aaron J Veldheer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Innovia Wealth, LLC independent RIA | Wirehouse to independent RIA | Jan 29, 2020 | Jan 4, 2020 |
| Mark Georges Ghafari | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Innovia Wealth, LLC independent RIA | Wirehouse to independent RIA | Jan 29, 2020 | Jan 4, 2020 |
| Andrew Jensen Boatright | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Innovia Wealth, LLC independent RIA | Wirehouse to independent RIA | Jan 17, 2020 | Jan 4, 2020 |
| Douglas Joseph Kadison | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Innovia Wealth, LLC independent RIA | Wirehouse to independent RIA | Jan 6, 2020 | Jan 6, 2020 |
| Gregory A Bosch | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Innovia Wealth, LLC independent RIA | Wirehouse to independent RIA | Feb 2, 2018 | Sep 11, 2024 (2413 d) |
| Michael Thomas Berkemeier | Valmark Advisers, Inc. other | Innovia Wealth, LLC no RAUM | Other | Jan 24, 2018 | Jan 24, 2018 |
| John Edward Vande Guchte | Valmark Advisers, Inc. other | Innovia Wealth, LLC no RAUM | Other | Jan 24, 2018 | Jan 23, 2018 |
| Thomas M Blower | Wealth Dimensions Group, Ltd. other | Innovia Wealth, LLC independent RIA | Other | Mar 3, 2015 | Mar 13, 2019 (1471 d) |
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16 moves match.