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 Lifestyle Planning 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 |
|---|---|---|---|---|---|
| Michael Jon Abbate | Atlas Lifestyle Planning Group LLC state registered | Dynamic Lifestyle Planning Group state registered | Other | Jul 20, 2026 | May 4, 2026 |
| Troy Earl Reeder | Atlas Lifestyle Planning Group LLC state registered | Mdrn Capital independent RIA | Other | Jun 3, 2026 | Jun 29, 2026 |
| Aurora Ann Ash | Atlas Lifestyle Planning Group LLC state registered | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Aug 22, 2024 | Aug 24, 2026 (732 d) |
| John Henry Boyle | Atlas Lifestyle Planning Group LLC state registered | Ascent Capital Partners, LLC mixed wealth | Other | Feb 23, 2023 | Jan 3, 2025 (680 d) |
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4 moves match.