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.

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Registered advisor

B••••• E•••••••• W•••••

F•••• P••••••• W•••••• L••independent RIASan Diego, CaIA-onlyIAPD 5232953

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

Also filed as B••••• E Salstrom

At current firm

2 y

since Sep 3, 2024

In the industry

18 y

since Oct 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••• P••••••• W•••••• L•• independent RIA current
since Sep 3, 2024 · San Diego, Ca
H••••••••• L•• former
Apr 26, 2022 to Nov 21, 2024 · San Diego, Ca
Z•••••• W••••• P••••••• independent RIA
Jul 2, 2014 to Nov 15, 2017 · San Diego, Ca
E•••••••• A•••••••• L•• national BD
Aug 18, 2010 to Jun 23, 2014 · San Diego, Ca
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• former
Oct 29, 2008 to Aug 10, 2010 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

H••••••••• L•• to F•••• P••••••• W•••••• L••
left Nov 21, 2024, registered Sep 3, 2024 (-79 days) · RIA to RIA · moved with a team
Z•••••• W••••• P••••••• to H••••••••• L••
left Nov 15, 2017, registered Apr 26, 2022 (1623 days) · Other
E•••••••• A•••••••• L•• to Z•••••• W••••• P•••••••
left Jun 23, 2014, registered Jul 2, 2014 (9 days) · Other
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to E•••••••• A•••••••• L••
left Aug 10, 2010, registered Aug 18, 2010 (8 days) · Other

Signals

B••••• E•••••••• W••••• left H••••••••• L•• for F•••• P••••••• W•••••• L•• (registered 2024-09-03)
Nov 21, 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address