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 Saltmarsh Financial Advisors, 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 |
|---|---|---|---|---|---|
| Jeffrey Crouse | Saltmarsh Financial Advisors, LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Jul 9, 2026 | Jul 22, 2026 |
| Charles Christopher Stennett | Saltmarsh Financial Advisors, LLC independent RIA | Savvy independent RIA | RIA to RIA | Jul 9, 2025 | Sep 4, 2025 (57 d) |
| Justin Tate | Saltmarsh Financial Advisors, LLC independent RIA | Wealthtrust Asset Management, LLC independent RIA | RIA to RIA | Apr 20, 2020 | Sep 11, 2020 (144 d) |
| Ellison Dewitte Pennewill | Saltmarsh Financial Advisors, LLC other | Southeastern Financial Planning, LLC state registered | Other | Jan 17, 2007 | Dec 23, 2024 (6550 d) |
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4 moves match.