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.
Registered advisor
Dragos Georgescu
Feed of 09/14/2026
At current firm
0 y
since Apr 10, 2026
In the industry
20 y
since May 9, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Atlas Grove Capital LLC state registered currentsince Apr 10, 2026 · Dublin, Ca
- Alta Via Capital state registeredOct 28, 2019 to Apr 16, 2026 · Pleasanton, Ca
- Insight Wealth Strategies, LLC independent RIAApr 27, 2018 to Oct 11, 2019 · San Ramon, Ca
- Osaic Fa, Inc. formerDec 15, 2017 to May 9, 2018 · San Ramon, Ca
- Insight Capital Research & Management Inc formerMay 23, 2011 to Dec 31, 2017 · Moraga, Ca
Moves
a registration end followed by a registration begin elsewhere
- Alta Via Capital to Atlas Grove Capital LLCleft Apr 16, 2026, registered Apr 10, 2026 (-6 days) · Other · moved with a team
- Insight Wealth Strategies, LLC to Alta Via Capitalleft Oct 11, 2019, registered Oct 28, 2019 (17 days) · RIA to a state-registered adviser
- Osaic Fa, Inc. to Insight Wealth Strategies, LLCleft May 9, 2018, registered Apr 27, 2018 (-12 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Insight Capital Research & Management Inc to Osaic Fa, Inc.left Dec 31, 2017, registered Dec 15, 2017 (-16 days) · Other
Signals
- Dragos Georgescu left Alta Via Capital for Atlas Grove Capital Llc (registered 2026-04-10)Apr 16, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address