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Advisor at ATLAS GROVE CAPITAL LLC
DUBLIN, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ATLAS GROVE CAPITAL LLC | State registered | Apr 10, 2026 | n/a | yes | DUBLIN, CA | Current employment |
| ALTA VIA CAPITAL | State registered | Oct 28, 2019 | Apr 16, 2026 | no | PLEASANTON, CA|PLEASANTON, CA | Previous registration |
| INSIGHT WEALTH STRATEGIES, LLC | Independent wealth | Apr 27, 2018 | Oct 11, 2019 | no | San Ramon, CA | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Dec 15, 2017 | May 9, 2018 | no | SAN RAMON, CA|SAN RAMON, CA | Previous registration |
| INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | Former SEC adviser | May 23, 2011 | Dec 31, 2017 | no | MORAGA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALTA VIA CAPITAL | ATLAS GROVE CAPITAL LLC | Apr 16, 2026 | Apr 10, 2026 | -6 | Firm change | Other |
| INSIGHT WEALTH STRATEGIES, LLC | ALTA VIA CAPITAL | Oct 11, 2019 | Oct 28, 2019 | 17 | Firm change | RIA to state RIA |
| OSAIC FA, INC. | INSIGHT WEALTH STRATEGIES, LLC | May 9, 2018 | Apr 27, 2018 | -12 | Firm change | Ibd to new firm |
| INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | OSAIC FA, INC. | Dec 31, 2017 | Dec 15, 2017 | -16 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 289739:340555:CA:2026-04-16 | Apr 16, 2026 | Apr 10, 2026 | PLEASANTON, CA | Firm change |
| 3978:293644:CA:2018-05-01 | May 9, 2018 | Apr 27, 2018 | SAN RAMON, CA | Firm change |