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, 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
James Kenneth FerryAtlas Financial Advisors, LLC state registeredFifth Third Securities, Inc. BD affiliatedOtherMar 18, 2026Mar 17, 2026
Brian Anthony CampbellAtlas Financial Advisors, LLC state registeredMorgan Stanley wirehouseOtherSep 11, 2025Sep 19, 2025
Ralph AchilleAtlas Financial Advisors, LLC state registeredAchilles Wealth Management, LLC state registeredOtherJun 1, 2022Feb 17, 2021
Allen P. AugerAtlas Financial Advisors, LLC state registeredPreservation Financial Management state registeredOtherJul 6, 2020Jan 1, 2026 (2005 d)
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4 moves match.