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.
Advisor moves
Departures from Saltbox Financial LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Iliana Salazar-Dodge Reinhardt | Saltbox Financial LLC independent RIA | Reinhardt Consulting state registered | RIA to a state-registered adviser | May 19, 2026 | Jul 17, 2026 (59 d) |
| Jordyn Middlebrooks | Saltbox Financial LLC independent RIA | Obran Capital Advisors LLC state registered | RIA to a state-registered adviser | Feb 24, 2026 | May 21, 2025 |
| Allie Elizabeth Henke | Saltbox Financial LLC independent RIA | Robbins Farley LLC independent RIA | RIA to RIA | Feb 12, 2026 | Feb 24, 2026 |
| Brianna Mieko Black | Saltbox Financial LLC independent RIA | Boldin Advisors no RAUM | RIA to a newly registered adviser | Aug 22, 2024 | Apr 15, 2025 (236 d) |
| Phuong Luong | Saltbox Financial LLC independent RIA | Just Wealth LLC state registered | RIA to a state-registered adviser | Feb 16, 2024 | May 4, 2023 |
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5 moves match.