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 Private Wealth Management, LLC

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
Barnaby Dexter BullardAtlas Private Wealth Management, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 1, 2024Jun 3, 2024
Robert Michael PalmerAtlas Private Wealth Management, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 1, 2024Jun 3, 2024
Christine Elizabeth SuozziAtlas Private Wealth Management, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 1, 2024Jun 3, 2024
John Peter HeslinAtlas Private Wealth Management, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 1, 2024Jun 3, 2024
Edward J MccarthyAtlas Private Wealth Management, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 1, 2024Jun 3, 2024
Toby Arthur PottertonAtlas Private Wealth Management, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 1, 2024Jun 4, 2024
Kollin AllardAtlas Private Wealth Management, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 1, 2024Jun 4, 2024
Lissa Maria McnaughtonAtlas Private Wealth Management, LLC independent RIAGraypoint LLC independent RIARIA to RIAApr 23, 2024May 9, 2024
Brendan Thomas WalshAtlas Private Wealth Management, LLC independent RIAGraypoint LLC independent RIARIA to RIAApr 23, 2024May 9, 2024
James Christopher AielloAtlas Private Wealth Management, LLC independent RIAOsaic Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 21, 2023Aug 11, 2023
Timothy Seamus HamiltonAtlas Private Wealth Management, LLC independent RIACompound Planning, Inc. independent RIARIA to RIAMay 30, 2023May 26, 2023
Aaron Lee JohnsonAtlas Private Wealth Management, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIANov 5, 2021Nov 21, 2023 (746 d)
Barry James RingsAtlas Private Wealth Management, LLC independent RIACadaret Grant & Co Inc BD affiliatedRIA to affiliated broker-dealer or bankMar 19, 2021Mar 18, 2021
Justin Michael BogardusAtlas Private Wealth Management, LLC independent RIACreative Planning independent RIARIA to RIAMay 28, 2019Jun 10, 2019
John Arthur BielskiAtlas Private Wealth Management, LLC independent RIABerkshire Money Management, Inc. independent RIARIA to RIAJul 13, 2018Jul 30, 2018
David BogonovichAtlas Private Wealth Management, LLC otherSpire Wealth Management, LLC otherOtherSep 12, 2017Sep 13, 2017
Carmel Ann FurtadoAtlas Private Wealth Management, LLC otherUnited Advisors Services, LLC otherOtherNov 30, 2015Dec 2, 2016 (368 d)
James Roscoe DurkeeAtlas Private Wealth Management, LLC otherLPL Financial LLC otherOtherJun 6, 2014Oct 17, 2013
Shawn Paul HarringtonAtlas Private Wealth Management, LLC otherHagin Investment Management otherOtherJun 6, 2014Dec 20, 2012
Matthew David SauerAtlas Private Wealth Management, LLC otherMds Wealth Advisors, LLC state registeredOtherJun 3, 2014Feb 3, 2015 (245 d)
Fred GalloAtlas Private Wealth Management, LLC otherCharles Schwab & Co., Inc. national BDOtherJul 20, 2012Apr 22, 2021 (3198 d)
James Joseph DolanAtlas Private Wealth Management, LLC otherNatixis Advisors, LLC otherOtherMar 20, 2008Aug 29, 2008 (162 d)
Mark Joseph LandauAtlas Private Wealth Management, LLC otherGoldman Sachs Wealth Services, L.P. otherOtherFeb 4, 2008Jun 29, 2012 (1607 d)
David L SteinbergAtlas Private Wealth Management, LLC otherT. Rowe Price Advisory Services, Inc. independent RIAOtherNov 15, 2007Feb 12, 2019 (4107 d)
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24 moves match.