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 Fiduciary Financial, 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
Stephen Charles CraffenAtlas Fiduciary Financial, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 18, 2024Jun 17, 2024
Laura MattiaAtlas Fiduciary Financial, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 18, 2024Jun 21, 2024
Gregory GiardinoAtlas Fiduciary Financial, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 18, 2024Jun 20, 2024
Alison Aileen HallAtlas Fiduciary Financial, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 18, 2024Jun 21, 2024
Evan K SmithAtlas Fiduciary Financial, LLC independent RIABeacon Trust independent RIARIA to RIAJul 11, 2022Jul 12, 2023 (366 d)
Gary Henry HirshAtlas Fiduciary Financial, LLC independent RIAHighland Financial Advisors, LLC independent RIARIA to RIAAug 4, 2021Nov 8, 2021 (96 d)
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6 moves match.