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 Atlantic Wealth Partners, 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 |
|---|---|---|---|---|---|
| Tad Michael Sacheck | Atlantic Wealth Partners, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2026 | Jul 21, 2026 |
| Anthony Jason Vernale | Atlantic Wealth Partners, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2026 | Jul 23, 2026 |
| Dylan J Walker | Atlantic Wealth Partners, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2026 | Jul 17, 2026 |
| Greggory William Brant | Atlantic Wealth Partners, LLC independent RIA | Sowell Management independent RIA | RIA to RIA | May 16, 2024 | Jan 1, 2025 (230 d) |
| Kyle Austin Knopp | Atlantic Wealth Partners, LLC independent RIA | Bluewater Asset Management state registered | RIA to a state-registered adviser | Dec 6, 2022 | Apr 16, 2024 (497 d) |
| Cody Daniel Koletic | Atlantic Wealth Partners, LLC independent RIA | Facet independent RIA | RIA to RIA | Aug 11, 2020 | Oct 5, 2020 (55 d) |
| Brian Alan Sirota | Atlantic Wealth Partners, LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Aug 17, 2018 | Mar 22, 2019 (217 d) |
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7 moves match.