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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 | Feb 26, 2020 | Apr 16, 2026 | no | Pleasanton, CA|PLEASANTON, CA|PLEASANTON, CA | Previous registration |
| INSIGHT WEALTH STRATEGIES, LLC | Independent wealth | Sep 14, 2018 | Feb 24, 2020 | no | San Ramon, 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 | Feb 24, 2020 | Feb 26, 2020 | 2 | Firm change | RIA to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 289739:340555:CA:2026-04-16 | Apr 16, 2026 | Apr 10, 2026 | PLEASANTON, CA | Firm change |