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Advisor at SALT CAPITAL WEALTH MANAGEMENT, LLC
LADERA RANCH, CA
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 |
|---|---|---|---|---|---|---|
| SALT CAPITAL WEALTH MANAGEMENT, LLC | State registered | Jan 6, 2025 | n/a | yes | LADERA RANCH, CA | Current employment |
| US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC | State registered | Mar 27, 2019 | May 23, 2020 | no | SanDiego, CA | Previous registration |
| US CAPITAL GLOBAL WEALTH MANAGEMENT LLC | n/a | Feb 26, 2018 | Aug 24, 2019 | no | San Diego, CA | Previous registration |
| SALT CAPITAL MANAGEMENT | n/a | Feb 5, 2014 | Aug 2, 2024 | no | LADERA RANCH, CA | Previous registration |
| TWEET MANAGEMENT SERVICES, INC. | Independent wealth | Mar 13, 2013 | Jun 30, 2016 | no | LA MESA, CA | Previous registration |
| SALT CAPITAL MANAGEMENT | n/a | Feb 13, 2012 | Dec 31, 2013 | no | LADERA RANCH, CA | Previous registration |
| SALT CAPITAL MANAGEMENT | n/a | Feb 8, 2011 | Dec 31, 2011 | no | LADERA RANCH, CA | Previous registration |
| SALT CAPITAL MANAGEMENT | n/a | Sep 9, 2008 | Dec 31, 2010 | no | CHULA VISTA, CA | Previous registration |
| WEALTH ADVISORS, INC. | Former SEC adviser | Feb 9, 2006 | Feb 4, 2009 | no | CHULA VISTA, CA|HENDERSON, NV | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Nov 4, 2003 | Jan 19, 2006 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SALT CAPITAL MANAGEMENT | US CAPITAL GLOBAL WEALTH MANAGEMENT LLC | Aug 2, 2024 | Feb 26, 2018 | -2,349 | Firm change after gap | Other |
| US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC | SALT CAPITAL WEALTH MANAGEMENT, LLC | May 23, 2020 | Jan 6, 2025 | 1,689 | Firm change after gap | Other |
| US CAPITAL GLOBAL WEALTH MANAGEMENT LLC | US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC | Aug 24, 2019 | Mar 27, 2019 | -150 | Firm change after gap | Other |
| TWEET MANAGEMENT SERVICES, INC. | SALT CAPITAL MANAGEMENT | Jun 30, 2016 | Feb 5, 2014 | -876 | Firm change after gap | Other |
| SALT CAPITAL MANAGEMENT | TWEET MANAGEMENT SERVICES, INC. | Dec 31, 2013 | Mar 13, 2013 | -293 | Firm change after gap | Other |
| WEALTH ADVISORS, INC. | SALT CAPITAL MANAGEMENT | Feb 4, 2009 | Sep 9, 2008 | -148 | Firm change after gap | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | WEALTH ADVISORS, INC. | Jan 19, 2006 | Feb 9, 2006 | 21 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 284435:299885:CA:2019-08-24 | Aug 24, 2019 | Mar 27, 2019 | SAN DIEGO, CA | Firm change after gap |