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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-25 |
Branch Locations
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
2950 North Loop West Suite 1200, Houston, TX 77029 • United States
2950 North Loop West Suite 1200, Houston, TX 77092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-02-27 |
Branch Locations
2950 North Loop West Suite 1200, Houston, TX 77092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles A Roe, Cpa | Houston | TX | 01/2009 | Present |
| Innova Wealth, Llc | Houston | TX | 11/2014 | Present |
| Biocapital Holdings, Llc | Houston | TX | 01/2017 | Present |
| Insurance Sales | Richmond | TX | 01/2009 | Present |
| Accurate Wealth Management | Wesley Chapel | FL | 03/2025 | Present |
| Aag Capital Inc. | Wesley Chapel | FL | 09/2025 | Present |
Charles Alden Roe is an accountant. From time to time, he will offer clients advice or products from this activity. Innova Wealth, LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Innova Wealth, LLC in their capacity as an accountant. Charles Alden Roe is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Innova Wealth, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Innova Wealth, LLC in their capacity as a licensed insurance agent. BioCapital Holdings, LLC - not investment related - bio tech - owner - minority stake holder, no hours spent on OBA Owner of Insurance Sales and Owner of Charles A Roe CPA. from time to time, may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. IWL always acts in the best interest of the client and clients are in no way required to utilize the services of any representative of IWL in connection with such individual's activities outside of IWL. INNOVA WEALTH, LLC. Houston, TX. Owner. March 2015. 10 hours or less per month, 1 hour during trading hours. Registered investment advisors. Financial planning and investment related activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 2008-06-02 |
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