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 Atlas Capital Management Corp
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 |
|---|---|---|---|---|---|
| Brenton Lee Fewox | Horter Investment Management, LLC independent RIA | Atlas Capital Management Corp independent RIA | RIA to RIA | Oct 11, 2019 | Oct 11, 2019 |
| Todd Matthew Clark | American Portfolios Advisors, Inc other | Atlas Capital Management Corp other | Other | Nov 3, 2015 | Oct 14, 2015 |
| Ali Farhoumand | Sii Investments, Inc. other | Atlas Capital Management Corp other | Other | Aug 9, 2006 | Mar 17, 1999 |
| Farid Farhoumand | Sii Investments, Inc. other | Atlas Capital Management Corp other | Other | Aug 9, 2006 | Jan 14, 1999 |
| Keith Christian Layman | Sii Investments, Inc. other | Atlas Capital Management Corp other | Other | Jun 24, 2005 | May 20, 2002 |
| David Robert Kern | David R. Kern Asset Management other | Atlas Capital Management Corp other | Other | Dec 31, 2004 | Jan 14, 1999 |
Page 1 of 1
6 moves match.