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.
Robert Earl O'Quinn
- Title
- Partner & Financial Advisorreportedsalvuswealth.comfirm site, Sep 15, 2026
- Designations
- CFPreportedsalvuswealth.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Robert O’Quinn, CFP, Partner of Salvus Wealth Management serves as a member of the firm’s Management Committee and Investment Strategy Team.”reportedsalvuswealth.comthe sentence on the bio page
- Years, as the firm states
- 14reportedsalvuswealth.com“Robert has over 14 years of experience in managing relationships for high-net-worth families, business owners, and charitable foundations.”
- Business email
- roquinn@salvuswealthpartners.comreportedsalvuswealth.comfirm site, Sep 15, 2026
- Direct business phone
- 904-580-3451reportedsalvuswealth.comfirm site, Sep 15, 2026
- Professional profile
- salvuswealth.com/team/robert-oquinnreportedsalvuswealth.comfirm site, Sep 15, 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.
- Salvus Wealth Management, LLC independent RIA currentsince Apr 30, 2026 · Red Bank, Nj
- Thepartners Wealth Management independent RIA currentsince Mar 20, 2026 · Carmel By The Sea, Ca
- Arcus Capital Partners, LLC independent RIAAug 6, 2019 to Apr 19, 2026 · Jacksonville, Fl
- Scharf Investments, LLC mixed wealthJul 13, 2018 to Mar 3, 2025 · Jacksonville, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 13, 2015 to Feb 8, 2018 · Jacksonville, Fl
- Strategic Advisers LLC national BDMay 31, 2013 to Apr 14, 2015 · Jacksonville, Fl
- Edward Jones national BDAug 9, 2012 to May 10, 2013 · Maryland Heights, Mo
- Arcus Capital Partners, LLC to Thepartners Wealth Managementleft Apr 19, 2026, registered Mar 20, 2026 (-30 days) · RIA to RIA
- Scharf Investments, LLC to Arcus Capital Partners, LLCleft Mar 3, 2025, registered Aug 6, 2019 (-2036 days) · RIA to RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Scharf Investments, LLCleft Feb 8, 2018, registered Jul 13, 2018 (155 days) · Wirehouse to independent RIA
- Strategic Advisers LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Apr 14, 2015, registered May 13, 2015 (29 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- Edward Jones to Strategic Advisers LLCleft May 10, 2013, registered May 31, 2013 (21 days) · Affiliated broker-dealer or bank to another
- Robert Earl O'Quinn left Arcus Capital Partners, Llc for Thepartners Wealth Management (registered 2026-03-20)Apr 19, 2026 · Advisor changed firm · fact
- Robert Earl O'Quinn left Scharf Investments, Llc for Arcus Capital Partners, Llc (registered 2019-08-06)Mar 3, 2025 · Advisor changed firm · fact
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address