# AMY SUSAN HANOPHY

AMY SUSAN HANOPHY is an investment adviser representative (IAR) with state registration records since 1999, appearing at 9 firms. Currently registered with INNOVEST PORTFOLIO SOLUTIONS LLC.

## Registration history (12)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INNOVEST PORTFOLIO SOLUTIONS LLC](https://search.stillhousedata.com/firm/106110) | 2026-02-22 | present | Yes |
| [WEALTHSPIRE RETIREMENT ADVISORY](https://search.stillhousedata.com/firm/121254) | 2021-01-06 | 2024-05-17 | — |
| [BOK FINANCIAL ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/106507) | 2019-03-29 | 2021-01-04 | — |
| [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | 2017-12-20 | 2019-04-01 | — |
| [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | 2016-04-20 | 2017-07-26 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 2014-08-08 | 2016-09-22 | — |
| [WEALTHSPIRE RETIREMENT ADVISORY](https://search.stillhousedata.com/firm/121254) | 2010-11-23 | 2019-04-01 | — |
| [FINANCIAL TELESIS INC](https://search.stillhousedata.com/firm/31012) | 2010-08-19 | 2014-08-08 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2009-01-13 | 2010-03-31 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2007-05-31 | 2008-11-12 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2005-08-24 | 2007-03-26 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 1999-01-01 | 2002-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2809916)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2809916.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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