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 Advisors Inc.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Marc Allen Roth | Atlas Capital Advisors Inc. independent RIA | Elmwood Wealth Management independent RIA | RIA to RIA | Dec 2, 2025 | Jan 28, 2026 (57 d) |
| Taylor Reed | Atlas Capital Advisors Inc. independent RIA | Oppenheimer & Co. Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Apr 19, 2024 (1936 d) |
| Allan Scott Lefevre | Atlas Capital Advisors Inc. other | Dba, Lefevre Capital Management state registered | Other | Dec 31, 2015 | Nov 6, 2017 (676 d) |
| Stephen Ernest Mantzouris | Atlas Capital Advisors Inc. other | Liberty Wealth Management, LLC other | Other | Apr 26, 2010 | May 27, 2010 (31 d) |
| John Solari Baker | Atlas Capital Advisors Inc. other | Violich Capital Management other | Other | Nov 19, 2009 | Sep 20, 2012 (1036 d) |
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5 moves match.