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361 Route 202, Somers, NY 10589 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-07 |
Branch Locations
2 West Washington Street Suite 200, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Greensboro | NC | 06/2014 | 10/2023 |
| Agia | Houston | TX | 12/2022 | 10/2023 |
| Innovative Private Wealth Management Inc. | Greenville | SC | 10/2023 | Present |
| Innovative Family Office Llc | Greenville | SC | 11/2024 | Present |
1.) Independent Insurance Agent; Investment Related; Greenville, SC; Approx. 10 hours per month with 0 hours during securities trading hours; Non-Securities Insurance Products. ~2.) Reedy Wealth LLC; Not Investment Related; 7 South Antigo Court, Greer, SC 29650; Operating Company; Founder; Start Date 01/2024; 0 hours/month. ~3.) Arma Lucis, LLC, Not Investment Related, 7 South Antigo Court, Greer, SC 29650; Real Estate; Owner/Operator; Start Date 01/2024; 10 hours/month with 0 hours during securities trading hours; the LLC owns a rental home as of 09/2024. ~4.) INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.; Investment-Related; Somers, NY; RIA; IAR; Start Date: 11/2023; Approximately 125 hours/month devoted to this business with all hours/month during securities trading hours. ~5.) BROADSTREET FAMILY OFFICE LLC; Investment-Related; Somers, NY; RIA; IAR; Start Date: 11/2024; Approximately 15 hours/month devoted to this business with all hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-21 |
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