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 Saling Wealth Advisors
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 |
|---|---|---|---|---|---|
| Christian P Doyle | Millennium Advisory Services, Inc. independent RIA | Saling Wealth Advisors independent RIA | RIA to RIA | Jan 22, 2024 | Feb 22, 2024 (31 d) |
| Noah Polk | Facet independent RIA | Saling Wealth Advisors independent RIA | RIA to RIA | May 6, 2022 | Jun 15, 2022 (40 d) |
| Jeffrey Michael Gough | J.J.B. Hilliard, W.L. Lyons, LLC independent RIA | Saling Wealth Advisors independent RIA | RIA to RIA | May 11, 2018 | May 14, 2018 |
| Amy Lee Stuber | J.J.B. Hilliard, W.L. Lyons, LLC other | Saling Wealth Advisors other | Other | Apr 25, 2016 | Feb 23, 2017 (304 d) |
| Jason A Stuber | J.J.B. Hilliard, W.L. Lyons, LLC other | Saling Wealth Advisors other | Other | Apr 19, 2016 | May 23, 2016 (34 d) |
| Eric James Saling | J.J.B. Hilliard, W.L. Lyons, LLC other | Saling Wealth Advisors other | Other | Apr 19, 2016 | May 18, 2016 |
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6 moves match.