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

Departures from Atlas Capital Management Corp

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.

AdvisorFromToTypeLeftRegistered
Howard Edward RightsellAtlas Capital Management Corp otherSii Investments, Inc. otherOtherJul 2, 2003Jan 14, 1999
David Robert KernAtlas Capital Management Corp otherDavid R. Kern Asset Management otherOtherJul 2, 2003Mar 16, 2005 (623 d)
Ali FarhoumandAtlas Capital Management Corp otherGunnallen Financial, Inc unclassifiedOtherJul 2, 2003Aug 4, 2006 (1129 d)
Keith Christian LaymanAtlas Capital Management Corp otherQuestar Asset Management, Inc. otherOtherJul 2, 2003Jun 30, 2005 (729 d)
Farid FarhoumandAtlas Capital Management Corp otherGunnallen Financial, Inc unclassifiedOtherJul 2, 2003Aug 7, 2006 (1132 d)
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5 moves match.