DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Paul Peter Salamon

Brookwood Investment Groupindependent RIABuford, Ga IA-onlyIAPD 2317143

Feed of 09/15/2026

At current firm

0 y

since Feb 9, 2026

In the industry

33 y

since Sep 18, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Brookwood Investment Group independent RIA current
since Feb 9, 2026 · Phoenix, Az
Redwood Private Wealth former
Aug 3, 2022 to Mar 31, 2025 · Buford, Ga
Belpointe Asset Management LLC independent RIA
Jan 5, 2017 to Oct 1, 2024 · Greenwich, Ct
The Patriot Financial Group, LLC independent RIA
Oct 14, 2014 to Jan 4, 2017 · Newtown, Ct
LPL Financial LLC BD affiliated
Sep 8, 2009 to Dec 23, 2016 · Fairfield, Ct
Waterstone Financial Group, Inc. unclassified
Sep 1, 2006 to Sep 8, 2009 · Bloomfield, Ct
MML Investors Services, LLC BD affiliated
Apr 21, 2005 to Sep 6, 2006 · Newtown, Ct

Moves

a registration end followed by a registration begin elsewhere

Redwood Private Wealth to Brookwood Investment Group
left Mar 31, 2025, registered Feb 9, 2026 (315 days) · corporate re-registration, not a move
Belpointe Asset Management LLC to Redwood Private Wealth
left Oct 1, 2024, registered Aug 3, 2022 (-790 days) · RIA to RIA
The Patriot Financial Group, LLC to Belpointe Asset Management LLC
left Jan 4, 2017, registered Jan 5, 2017 (1 days) · Other
LPL Financial LLC to The Patriot Financial Group, LLC
left Dec 23, 2016, registered Oct 14, 2014 (-801 days) · Other
Waterstone Financial Group, Inc. to LPL Financial LLC
left Sep 8, 2009, registered Sep 8, 2009 (0 days) · corporate re-registration, not a move
MML Investors Services, LLC to Waterstone Financial Group, Inc.
left Sep 6, 2006, registered Sep 1, 2006 (-5 days) · Other

Signals

Paul Peter Salamon left Belpointe Asset Management Llc for Redwood Private Wealth (registered 2022-08-03)
Oct 1, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address