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17100 E Shea Blvd Suite 400A, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-08 |
Branch Locations
1204 Benjamin Drive, Kennett Square, PA 19348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Srvcpa Pc | Suffern | NY | 11/2016 | 03/2017 |
| Trillium Trading Llc | New York | NY | 09/2012 | 11/2016 |
| 1St Global Capital Corp. | Suffern | NY | 12/2016 | 03/2017 |
| 1St Global Advisors, Inc. | Suffern | NY | 12/2016 | 03/2017 |
| Morgan Stanley | New York | NY | 03/2017 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 11/2017 |
| Chimera Securities | New York | NY | 11/2017 | 03/2018 |
| Ubs Financial Services Inc. | Weehawken | NJ | 04/2018 | 11/2018 |
| Pkf O'COnnor Davies, Llp | Woodcliff Lake | NJ | 09/2020 | 12/2023 |
| Avantax Investment Services, Inc. | Woodcliff Lake | NJ | 09/2020 | 12/2023 |
| Avantax Advisory Services | Woodcliff Lake | NJ | 09/2020 | 12/2023 |
| Avantax Insurance Services, Inc. | Woodcliff Lake | NJ | 09/2020 | 12/2023 |
| Unemployed | Haverstraw | NY | 11/2018 | 09/2020 |
| Mallie Llp | Royersford | PA | 12/2023 | 06/2025 |
| Innovate Advisors | New Castle | DE | 06/2025 | Present |
| Key Group Management Inc | Kennett Square | PA | 02/2026 | Present |
Innovate Advisors. LLC Investment Related: Yes 1204 Benjamin Drive Kennett Square, PA 19348 Nature of the other Business: CPA Firm Position: Owner Start Date: 06/2025 Full Time - 40 Hours a week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-20 |
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