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 Atcapital Management
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 |
|---|---|---|---|---|---|
| Mark Alan Stevens | Atcapital Management asset manager | Vestera Wealth LLC state registered | Other | Apr 26, 2019 | Sep 18, 2025 (2337 d) |
| William Douglas Neal | Atcapital Management asset manager | Nicolet Wealth Management independent RIA | Other | Sep 24, 2018 | Apr 27, 2026 (2772 d) |
| Nicholas John Bishop | Atcapital Management other | Avantax Planning Partners, Inc. independent RIA | Other | May 25, 2017 | Apr 20, 2018 (330 d) |
| Brian Scott Mccleary | Atcapital Management other | Cetera Investment Advisers LLC other | Other | Apr 13, 2016 | May 1, 2017 (383 d) |
| Justin David Carley | Atcapital Management other | Btc Capital Management other | Other | Jan 5, 2016 | Dec 22, 2015 |
| Wade Michael Johnson | Atcapital Management other | Berthel Fisher & Company Financial Services, Inc. other | Other | Sep 8, 2015 | Sep 29, 2015 |
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6 moves match.