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 Wealth Management Group, 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 |
|---|---|---|---|---|---|
| Jeffrey Alan Cerny | Atlas Wealth Management Group, LLC other | Redhawk Wealth Advisors, Inc. mixed wealth | Other | Aug 10, 2020 | Jun 16, 2020 |
| Charles Ian Kasner | Atlas Wealth Management Group, LLC other | Charles Kasner Registered Investment Advisor LLC state registered | Other | Jul 24, 2020 | Jan 2, 2026 (1988 d) |
| Evonne Ianacone Ryan | Atlas Wealth Management Group, LLC other | Redhawk Wealth Advisors, Inc. mixed wealth | Other | Jul 22, 2020 | Jun 30, 2020 |
| Sandy G Levine | Atlas Wealth Management Group, LLC other | Redhawk Wealth Advisors, Inc. mixed wealth | Other | Jul 22, 2020 | Jun 12, 2020 |
| Scott Locke Greenameyer | Atlas Wealth Management Group, LLC other | Redhawk Wealth Advisors, Inc. independent RIA | Other | Jul 22, 2020 | Aug 14, 2024 (1484 d) |
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5 moves match.