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
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 |
|---|---|---|---|---|---|
| Joshua Darrin Mudse | Atlas independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 1, 2026 | May 12, 2026 |
| Eric Allen Heiting | Atlas independent RIA | Central Wealth Management LLC no RAUM | Other | Jan 30, 2026 | Feb 13, 2026 |
| Heather Mcmichael Molloy | Atlas independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 29, 2025 | May 13, 2025 |
| William Cody Campbell | Atlas independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Dec 5, 2024 | Feb 19, 2025 (76 d) |
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4 moves match.