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 Financial 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 |
|---|---|---|---|---|---|
| Arthur Cole Garcia | Atlas Financial Advisors, Inc. independent RIA | Quantum Wealth Advisors LLC state registered | RIA to a state-registered adviser | Jun 30, 2026 | Sep 5, 2025 |
| Steven Paul Van Metre | Atlas Financial Advisors, Inc. independent RIA | Quantum Wealth Advisors LLC state registered | RIA to a state-registered adviser | Jun 30, 2026 | Jan 14, 2026 |
| Richard Scott Marcoux | Atlas Financial Advisors, Inc. independent RIA | Foothills Capital Management, LLC state registered | RIA to a state-registered adviser | May 8, 2025 | Jan 30, 2025 |
| Timothy Gerard Hermesch | Atlas Financial Advisors, Inc. independent RIA | Divergent Capital Asset Management LLC state registered | RIA to a state-registered adviser | Sep 25, 2024 | Oct 1, 2024 |
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4 moves match.