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 Salvus 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 |
|---|---|---|---|---|---|
| William Christopher Mcnamara | C & G Financial, LLC state registered | Salvus Wealth Management, LLC independent RIA | Other | Sep 25, 2017 | Sep 17, 2014 |
| Sonja Michelle Elia | Camarda Wealth Advisory Group other | Salvus Wealth Management, LLC independent RIA | Other | Apr 4, 2016 | May 16, 2016 (42 d) |
| Jeffrey Mayer Jacobs | 1st Global Advisors Inc other | Salvus Wealth Management, LLC independent RIA | Other | Dec 31, 2015 | Jul 21, 2016 (203 d) |
| Charles T. Woolston | C & G Financial, LLC state registered | Salvus Wealth Management, LLC independent RIA | Other | Nov 19, 2015 | Dec 24, 2025 (3688 d) |
| Robert Werner Joel | Arcus Capital Partners, LLC other | Salvus Wealth Management, LLC independent RIA | Other | Oct 1, 2014 | Oct 19, 2020 (2210 d) |
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5 moves match.