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361 Route 202, Somers, NY 10589 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-16 |
Branch Locations
361 Route 202, Somers, NY 10589 • United States
Freeport, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 11/2017 |
| Wells Fargo Advisors Financial Network, Llc | Melville | NY | 11/2017 | 03/2025 |
| Innovative Family Office Llc | Freeport | NY | 03/2025 | Present |
| Innovative Private Wealth Management Inc. | Freeport | NY | 05/2026 | Present |
1) NOTARY, NON-INVESMENT-RELATED, STATE OF NEW YORK, START 11/8/2006, 1 HOUR PER MONTH, 0 DURING TRADING, NOTARIZE DOCUMENTS. 2) RIVERSIDE ADVISORY GROUP, INC, INVESTMENT-RELATED, MELVILLE, NY, 100% OWNERSHIP, START DATE 3/16/2020, 150 HRS PER MONTH, 140 HRS DURING TRADING, FINET PRACTICE. 3) WALLDAC CONSULTING GROUP, LLC; INVESTMENT-RELATED; MELVILLE,NY; 50% OWNERSHIP; START DATE 06/01/2020; SUPPORTS THE FINET PRACTICE. 4) RIVERSIDE ADVISORY GROUP INC.; NON-INVESTMENT-RELATED; 630 S. BAYVIEW AVENUE, FREEPORT, NY 11520; PAYROLL AND BENEFITS FOR EMPLOYEES; PRESIDENT; 12/2017; LESS THAN 1 HOUR PER MONTH AND DURING SECURITIES TRADING HOURS; PROVIDE FUNDS TO PAY FOR PAYROLL AND BENEFITS FOR ANY EMPLOYEE, IF ANY, THAT SUPPORTS THE BUSINESS OF ADVISORY. 5) Innovative Private Wealth Management, Inc.; Investment Related; Melville, New York; RIA; Investment Adviser Representative; Start Date: 05/2026; 160 Hours per month; 160 Hours per month during securities trading hours; Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-17 |
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