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
Arrivals at Atwood & Palmer, Inc.
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 |
|---|---|---|---|---|---|
| Matthew Thomas Eilert | Creative Planning independent RIA | Atwood & Palmer, Inc. independent RIA | RIA to RIA | Sep 30, 2025 | Oct 23, 2025 |
| James M Montgomery | Charles Schwab & Co., Inc. national BD | Atwood & Palmer, Inc. other | Other | Oct 6, 2017 | Nov 21, 2017 (46 d) |
| Peter James Sowden | Legacy Investment Partners, LLC other | Atwood & Palmer, Inc. other | Other | Jul 1, 2008 | Dec 20, 2006 |
| Spencer Alan Jones | UBS Financial Services Inc. wirehouse | Atwood & Palmer, Inc. other | Other | Jan 14, 2004 | Dec 20, 2006 (1071 d) |
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4 moves match.