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 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 |
|---|---|---|---|---|---|
| Cassandra Jo Mastromarino | J.P. Morgan Securities LLC wirehouse | Saltbox Financial LLC independent RIA | Wirehouse to independent RIA | Apr 14, 2026 | May 5, 2026 |
| Kamerynn Alisa Bonn | Cetera Investment Advisers LLC BD affiliated | Saltbox Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 26, 2024 | Feb 19, 2025 (55 d) |
| Jenna Rose Rodrigues | Illumination Wealth Management independent RIA | Saltbox Financial LLC independent RIA | RIA to RIA | Mar 26, 2024 | Mar 6, 2025 (345 d) |
| Allie Elizabeth Henke | RBC Capital Markets, LLC national BD | Saltbox Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 22, 2024 | Mar 21, 2024 |
| Brianna Mieko Black | Financial Life Advisors independent RIA | Saltbox Financial LLC independent RIA | RIA to RIA | Oct 11, 2023 | Mar 21, 2024 (162 d) |
| Phuong Luong | Adasina Social Capital independent RIA | Saltbox Financial LLC independent RIA | RIA to RIA | Jul 30, 2021 | May 19, 2021 |
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6 moves match.