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
Arrivals at Salem Investment Counselors Inc
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 |
|---|---|---|---|---|---|
| Kristopher Shea Abernethy | Avid Wealth Management, LLC unclassified | Salem Investment Counselors Inc independent RIA | Other | Oct 7, 2022 | Oct 19, 2022 |
| Matthew Stephen Simmons | Truist Advisory Services, Inc. BD affiliated | Salem Investment Counselors Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2021 | Nov 18, 2022 (379 d) |
| Andrew Douglas Kalman | Vigilant Wealth Management other | Salem Investment Counselors Inc independent RIA | Other | Jul 13, 2015 | Jan 20, 2026 (3844 d) |
| James Joyner Edmundson | Banc Of America Investment Services, Inc. unclassified | Salem Investment Counselors Inc independent RIA | Other | Oct 30, 2007 | Nov 14, 2022 (5494 d) |
| Jesse Franklin Goins | Thompson Davis Asset Management other | Salem Investment Counselors Inc other | Other | Aug 6, 2007 | Aug 15, 2007 |
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5 moves match.