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 Advisors
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 |
|---|---|---|---|---|---|
| Jason Sampson | Atlas Private Wealth Advisors independent RIA | Fortress Private Wealth unclassified | Other | Aug 14, 2025 | Jul 8, 2025 |
| Jonathan David Caplan | Atlas Private Wealth Advisors independent RIA | Mariner Advisor Network BD affiliated | RIA to affiliated broker-dealer or bank | Dec 11, 2023 | Oct 2, 2023 |
| Angela Marie Jamar | Atlas Private Wealth Advisors independent RIA | Woodbury Financial Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2022 | Sep 19, 2022 |
| James Peter Yuka | Atlas Private Wealth Advisors independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Jul 12, 2022 | Jul 7, 2022 |
| Clayton Charland | Atlas Private Wealth Advisors independent RIA | Td Ameritrade Investment Management, LLC independent RIA | RIA to RIA | Jul 12, 2022 | May 19, 2023 (311 d) |
| Amit Shah | Atlas Private Wealth Advisors independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 27, 2020 | Mar 20, 2020 |
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6 moves match.