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 Atlantis Wealth Advisors 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Darren Thaddaeus Munn | Atlantis Wealth Advisors LLC independent RIA | Munn Wealth Management, LLC other | Other | Dec 31, 2023 | Sep 11, 2017 |
| Joseph Paul Harmon | Atlantis Wealth Advisors LLC independent RIA | Rcplanners independent RIA | RIA to RIA | Jan 10, 2022 | Jun 8, 2021 |
| Donald Albert Lueke | Atlantis Wealth Advisors LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Aug 31, 2020 | Sep 11, 2020 |
| Michael Nolan Wood | Atlantis Wealth Advisors LLC independent RIA | Munn Wealth Management, LLC independent RIA | RIA to RIA | Jul 1, 2019 | Jul 10, 2019 |
| John Robert Burch | Atlantis Wealth Advisors LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Apr 11, 2019 | Apr 1, 2019 |
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5 moves match.