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 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 | Capital Markets Iq, LLC independent RIA | Saltmarsh Financial Advisors, LLC independent RIA | RIA to RIA | Feb 11, 2026 | Mar 17, 2026 (34 d) |
| Michael Christopher Hall | Td Ameritrade, Inc. no RAUM | Saltmarsh Financial Advisors, LLC independent RIA | Other | Oct 14, 2022 | Aug 8, 2024 (664 d) |
| Charles Christopher Stennett | Advice And Planning Services other | Saltmarsh Financial Advisors, LLC independent RIA | Other | Jan 25, 2018 | Apr 10, 2018 (75 d) |
| Christina Lynn Doss | Suntrust Investment Services, Inc. other | Saltmarsh Financial Advisors, LLC other | Other | Aug 14, 2013 | Sep 27, 2013 (44 d) |
| Justin Tate | Morgan Keegan & Company, LLC other | Saltmarsh Financial Advisors, LLC independent RIA | Other | Mar 31, 2012 | Dec 23, 2019 (2823 d) |
| Ellison Dewitte Pennewill | Citigroup Global Markets Inc. other | Saltmarsh Financial Advisors, LLC other | Other | Mar 24, 2005 | Mar 24, 2006 (365 d) |
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6 moves match.