DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SALTBOX FINANCIAL LLC
Boise, ID | PORTSMOUTH, NH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SALTBOX FINANCIAL LLC | Independent wealth | Mar 6, 2025 | n/a | yes | PORTSMOUTH, NH|Boise, ID | Current employment |
| ILLUMINATION WEALTH MANAGEMENT | Independent wealth | Mar 17, 2022 | Mar 26, 2024 | no | SAN DIEGO, CA|BOISE, ID | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Feb 3, 2021 | Oct 25, 2021 | no | Bellevue, WA|SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ILLUMINATION WEALTH MANAGEMENT | SALTBOX FINANCIAL LLC | Mar 26, 2024 | Mar 6, 2025 | 345 | Firm change | RIA to RIA |
| THRIVENT INVESTMENT MANAGEMENT INC. | ILLUMINATION WEALTH MANAGEMENT | Oct 25, 2021 | Mar 17, 2022 | 143 | Firm change | Ibd to RIA |