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 Sandbox Financial Partners, 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 |
|---|---|---|---|---|---|
| Steven Jacob Scott | Ameriprise Financial Services, LLC national BD | Sandbox Financial Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 22, 2025 | Oct 1, 2025 |
| Ryan William Knabusch | Sculati Wealth Management, LLC independent RIA | Sandbox Financial Partners, LLC independent RIA | RIA to RIA | May 31, 2024 | Jun 4, 2024 |
| Rachael Leah Decosta | UBS Financial Services Inc. wirehouse | Sandbox Financial Partners, LLC independent RIA | Wirehouse to independent RIA | Mar 25, 2022 | Mar 8, 2022 |
| William Burch Bruno | Equitable Advisors, LLC national BD | Sandbox Financial Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 21, 2021 | Jul 22, 2021 |
| Blake Millard | UBS Financial Services Inc. wirehouse | Sandbox Financial Partners, LLC independent RIA | Wirehouse to independent RIA | Jun 30, 2021 | Nov 5, 2024 (1224 d) |
| Justin J Gradolf | Cambridge Investment Research Advisors, Inc. BD affiliated | Sandbox Financial Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2019 | Dec 13, 2019 |
| Daniel Harton Christenson | Kelly Financial Services LLC independent RIA | Sandbox Financial Partners, LLC independent RIA | RIA to RIA | Dec 3, 2019 | Dec 11, 2019 |
| Frederick John Bohlander | Wells Fargo Advisors wirehouse | Sandbox Financial Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 17, 2018 | Sep 11, 2018 |
| Brian Charles Salcetti | Wells Fargo Advisors wirehouse | Sandbox Financial Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 17, 2018 | Sep 11, 2018 |
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9 moves match.