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RIA / WealthAdvisorCertified Financial Planner11 years in industry

WILLIAM JAMES SALAZAR

Advisor at ARCADIA WEALTH MANAGEMENT, LLC

MANCHESTER, NH

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Search this name across graphsid dfx:ria:05dee524-5ef2-adc8-90b0-2c3398e1b612

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Dec 22, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARCADIA WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 25, 2020
First registration: Dec 22, 2020
Dual registered: no
Other names: WILLIAM SALAZAR|WILLIAM JAMES SALAZAR
IAPD individual key: 7231735

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARCADIA WEALTH MANAGEMENT, LLC	Independent wealth	Apr 9, 2026	n/a	yes	MANCHESTER, NH	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jan 18, 2024	Mar 16, 2026	no	WALTHAM, MA	Previous registration
LINCOLN INVESTMENT	Independent wealth	Oct 10, 2022	Dec 18, 2023	no	Waltham, MA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 22, 2022	Sep 14, 2022	no	ALCOA, TN\|Winter Park, FL	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Dec 22, 2020	May 25, 2022	no	WALTHAM, MA\|WAKEFIELD, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	ARCADIA WEALTH MANAGEMENT, LLC	Mar 16, 2026	Apr 9, 2026	24	Firm change	Ibd to RIA
LINCOLN INVESTMENT	COMMONWEALTH FINANCIAL NETWORK	Dec 18, 2023	Jan 18, 2024	31	Firm change	RIA to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	LINCOLN INVESTMENT	Sep 14, 2022	Oct 10, 2022	26	Firm change	Ibd to RIA
HORNOR, TOWNSEND & KENT, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	May 25, 2022	Jun 22, 2022	28	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ ARCADIA WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 9, 2026 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jan 18, 2024 to Mar 16, 2026factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Oct 10, 2022 to Dec 18, 2023factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 22, 2022 to Sep 14, 2022factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Dec 22, 2020 to May 25, 2022factForm ADV

Dated events

Occurred
Mar 16, 2026
Advisor changed firm
William James Salazar left Commonwealth Financial Network for Arcadia Wealth Management, Llc (registered 2026-04-09)
Form ADVobserved 4 days ago
Occurred
Dec 18, 2023
Advisor changed firm
William James Salazar left Lincoln Investment for Commonwealth Financial Network (registered 2024-01-18)
Form ADVobserved 4 days ago
Occurred
Sep 14, 2022
Advisor changed firm
William James Salazar left Ameriprise Financial Services, Llc for Lincoln Investment (registered 2022-10-10)
Form ADVobserved 4 days ago
Occurred
May 25, 2022
Advisor changed firm
William James Salazar left Hornor, Townsend & Kent, Llc for Ameriprise Financial Services, Llc (registered 2022-06-22)
Form ADVobserved 4 days ago