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

J••• S••••••

B•••••••• I••••••••• M••••••••• L••asset managerNew York, Ny dual registrantIAPD 5987254

Feed of 09/15/2026

Also filed as Joe Salcedo

At current firm

3 y

since Jan 11, 2023

In the industry

14 y

since Nov 15, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

B•••••••• I••••••••• M••••••••• L•• asset manager current
since Jan 11, 2023 · Princeton, Nj
M••••• S•••••• wirehouse
Nov 15, 2021 to Nov 15, 2022 · New York, Ny
A••••• A•• P••••••• S••••••• BD affiliated
Jun 7, 2018 to Nov 10, 2021 · New York, Ny
J••• M••••• S••••••••• L•• wirehouse
May 19, 2015 to May 31, 2018 · New York, Ny
S•••••••• S••••••••• BD affiliated
Sep 22, 2014 to May 4, 2015 · Livingston, Nj
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 21, 2014 to Sep 9, 2014 · New York, Ny
J••• M••••• S••••••••• L•• wirehouse
Jun 11, 2013 to May 2, 2014 · Bronx, Ny

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to B•••••••• I••••••••• M••••••••• L••
left Nov 15, 2022, registered Jan 11, 2023 (57 days) · Other
A••••• A•• P••••••• S••••••• to M••••• S••••••
left Nov 10, 2021, registered Nov 15, 2021 (5 days) · Affiliated broker-dealer or bank to wirehouse
J••• M••••• S••••••••• L•• to A••••• A•• P••••••• S•••••••
left May 31, 2018, registered Jun 7, 2018 (7 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
S•••••••• S••••••••• to J••• M••••• S••••••••• L••
left May 4, 2015, registered May 19, 2015 (15 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••••••• S•••••••••
left Sep 9, 2014, registered Sep 22, 2014 (13 days) · Other
J••• M••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left May 2, 2014, registered May 21, 2014 (19 days) · Wirehouse to wirehouse

Signals

J••• S•••••• left M••••• S•••••• for B•••••••• I••••••••• M••••••••• L•• (registered 2023-01-11)
Nov 15, 2022 · 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: Asset manager (funds and pooled vehicles)derived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address