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 Asset Advisors 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.

AdvisorFromToTypeLeftRegistered
Edward Andrew TomaskoFinancial Strategies Investment Advisor Services, Inc. independent RIAInnovative Asset Advisors Group independent RIARIA to RIADec 22, 2025Nov 13, 2025
Martino MezzaFinancial Strategies Investment Advisor Services, Inc. independent RIAInnovative Asset Advisors Group independent RIARIA to RIADec 22, 2025Nov 13, 2025
Kimberly A GiannoneFinancial Strategies Investment Advisor Services, Inc. independent RIAInnovative Asset Advisors Group no RAUMRIA to a newly registered adviserDec 22, 2025Sep 29, 2025
Carol A TruluckFinancial Strategies Investment Advisor Services, Inc. independent RIAInnovative Asset Advisors Group no RAUMRIA to a newly registered adviserDec 22, 2025Sep 29, 2025
Charles Cortens WinstonCircle Advisers Inc independent RIAInnovative Asset Advisors Group independent RIARIA to RIANov 21, 2025Nov 24, 2025
Michael Joseph AnnunziataSeacrest Wealth Management, LLC independent RIAInnovative Asset Advisors Group no RAUMRIA to a newly registered adviserSep 30, 2025Oct 1, 2025
Anthony Vincent MinopoliKnights Of Columbus Asset Advisors LLC institutionalInnovative Asset Advisors Group no RAUMOtherJun 2, 2025Jun 30, 2025
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7 moves match.