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 Salomon And Ludwin

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.

AdvisorFromToTypeLeftRegistered
Sara Frazier GochenourHeritage Wealth Advisors independent RIASalomon And Ludwin independent RIARIA to RIAMay 4, 2026May 19, 2026
Allison Hope GregoryTruist Advisory Services, Inc. BD affiliatedSalomon And Ludwin independent RIAAffiliated broker-dealer or bank to independent RIAOct 31, 2024Dec 6, 2024 (36 d)
Dalal Maria SalomonWells Fargo Advisors wirehouseSalomon And Ludwin independent RIAWirehouse to independent RIAApr 4, 2018Apr 2, 2018
Daniel Buford LudwinWells Fargo Advisors wirehouseSalomon And Ludwin independent RIAWirehouse to independent RIAApr 4, 2018Apr 2, 2018
Jeremiah Robert WintersWells Fargo Advisors wirehouseSalomon And Ludwin independent RIAWirehouse to independent RIAApr 4, 2018Apr 10, 2018
Christine Amill CentenoWells Fargo Advisors wirehouseSalomon And Ludwin independent RIAWirehouse to independent RIAApr 4, 2018Apr 10, 2018
David StaplesWells Fargo Advisors wirehouseSalomon And Ludwin independent RIAWirehouse to independent RIAApr 4, 2018Apr 10, 2018
Catherine Michaux Chewning AtwoodWells Fargo Advisors wirehouseSalomon And Ludwin independent RIAWirehouse to independent RIAApr 4, 2018Apr 10, 2018
Jacob Eric SalomonWells Fargo Advisors wirehouseSalomon And Ludwin independent RIAWirehouse to independent RIAFeb 1, 2018Mar 1, 2018
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9 moves match.