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 The Salvetti Group
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 |
|---|---|---|---|---|---|
| Terence Triantafillidis | Fidelity Personal And Workplace Advisors BD affiliated | The Salvetti Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 27, 2024 | May 2, 2025 (217 d) |
| Jessica Ann Zifer | Wells Fargo Advisors wirehouse | The Salvetti Group independent RIA | Wirehouse to independent RIA | Jan 25, 2024 | Jan 9, 2024 |
| Marion Rita Hebert | Raymond James Financial Services Advisors, Inc BD affiliated | The Salvetti Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 12, 2023 | Jun 22, 2023 |
| Americo Joseph Salvetti | Raymond James Financial Services Advisors, Inc BD affiliated | The Salvetti Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 10, 2023 | Jun 21, 2023 |
| Nicholas Dante Salvetti | Raymond James Financial Services Advisors, Inc BD affiliated | The Salvetti Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 10, 2023 | Jun 21, 2023 |
| Sean Michael O'Brien | Raymond James Financial Services Advisors, Inc BD affiliated | The Salvetti Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 5, 2023 | Jun 22, 2023 |
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6 moves match.