RIA Intelligence

Title

CEO, Managing Partnerreportedsandboxfp.comfirm site, Sep 17, 2026

Professional profile

linkedin.com/in/salcettireportedsandboxfp.comfirm site, Sep 17, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• A••• W•••••• L•• independent RIA current
  since Jun 23, 2026 · Bethesda, Md
• S•••••• F•••••••• P•••••••• L•• independent RIA current
  since Sep 11, 2018 · Bethesda, Md
• W•••• F•••• A••••••• wirehouse
  Jun 10, 2015 to Sep 17, 2018 · Bethesda, Md
• K••••••••• L•• unclassified
  Apr 25, 2014 to Aug 13, 2015 · Bethesda, Md
• E•••••••• A•••••••• L•• national BD
  Oct 11, 2013 to Jun 17, 2015 · Bethesda, Md

• W•••• F•••• A••••••• to S•••••• F•••••••• P•••••••• L••
  left Sep 17, 2018, registered Sep 11, 2018 (-6 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
• K••••••••• L•• to W•••• F•••• A•••••••
  left Aug 13, 2015, registered Jun 10, 2015 (-64 days) · Other
• E•••••••• A•••••••• L•• to K••••••••• L••
  left Jun 17, 2015, registered Apr 25, 2014 (-418 days) · Other

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

20derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address