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 Salem Partners Wealth Management, 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 |
|---|---|---|---|---|---|
| Meagan E Abbey | Salem Partners Wealth Management, LLC independent RIA | Captrust institutional | Other | Feb 7, 2025 | Mar 10, 2026 (396 d) |
| Zhengnan Xu | Salem Partners Wealth Management, LLC independent RIA | Mason & Associates, Inc. independent RIA | RIA to RIA | Mar 6, 2019 | Apr 16, 2019 (41 d) |
| David Alan Dodson | Salem Partners Wealth Management, LLC other | Bb&T Investment Services, Inc. other | Other | Jun 3, 2016 | Jun 24, 2016 |
| Roy Corr | Salem Partners Wealth Management, LLC other | J.P. Morgan Private Wealth Advisors LLC other | Other | Sep 17, 2015 | Dec 17, 2015 (91 d) |
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4 moves match.