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Advisor at ATLAS CAPITAL ADVISORS INC.
SAN FRANCISCO, 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 CAPITAL ADVISORS INC. | Independent wealth | Dec 2, 2025 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| DELTA INVESTMENT MANAGEMENT, LLC | Independent wealth | Oct 31, 2018 | Dec 31, 2020 | no | San Francisco, CA | Previous registration |
| VIOLICH CAPITAL MANAGEMENT | Independent wealth | Sep 20, 2012 | Dec 12, 2012 | no | MILL VALLEY, CA | Previous registration |
| ATLAS CAPITAL ADVISORS INC. | Independent wealth | Feb 13, 2008 | Nov 19, 2009 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DELTA INVESTMENT MANAGEMENT, LLC | ATLAS CAPITAL ADVISORS INC. | Dec 31, 2020 | Dec 2, 2025 | 1,797 | Firm change after gap | RIA to RIA |
| VIOLICH CAPITAL MANAGEMENT | DELTA INVESTMENT MANAGEMENT, LLC | Dec 12, 2012 | Oct 31, 2018 | 2,149 | Firm change after gap | Other |
| ATLAS CAPITAL ADVISORS INC. | VIOLICH CAPITAL MANAGEMENT | Nov 19, 2009 | Sep 20, 2012 | 1,036 | Firm change after gap | Other |