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Jennifer Brooks Hill

Innovative Wealth Building LLC

California, MD

CRD 5753954

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Employer firm

Innovative Wealth Building LLC CRD 314942

$657M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Innovative Wealth Building Llc

23567 Oak View Drive Suite A, California, MD 20619 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-20
MD RA APPROVED 2021-07-09
  • TX RA
    APPROVED_RES
    Since 2024-12-20
  • MD RA
    APPROVED
    Since 2021-07-09

Branch Locations

23567 Oak View Drive Suite A, California, MD 20619 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Advisory Services, Inc Fort Worth TX 02/2016 07/2021
First Command Lexington Park MD 06/2015 07/2021
Innovative Wealth Building Llc California MD 07/2021 Present
  • 02/2016 → 07/2021
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 06/2015 → 07/2021
    First Command
    Lexington Park, MD
  • 07/2021 → Present
    California, MD
Previous Registrations
Other Businesses

1) Independant licensed insurance agent; Investment related: Yes; Location: 23567 Oak View Drive, Ste, A California MD 20619 United States; Description: Independant insurance agent; Position Title: Member; Responsibilities Duties: From time to time may officer insurance products to advisory clients.; Start date: 2024-01-26; Hours per month during trading hours: 1; Hours per month outside trading hours: 1.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-23
S63 Uniform Securities Agent State Law Examination 2015-11-02
  • S65 Uniform Investment Adviser Law Examination
    2015-11-23
  • S63 Uniform Securities Agent State Law Examination
    2015-11-02
Other Names
  • Jennifer Nicole Brooks
  • Jeniffer N Brooks

View on SEC IAPD

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