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 Brown
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 |
|---|---|---|---|---|---|
| David Brower Russell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Atlas Brown other | Other | May 23, 2014 | May 23, 2014 |
| Gail Burke Tway | J.J.B. Hilliard, W.L. Lyons, LLC other | Atlas Brown other | Other | Jul 30, 2009 | Oct 13, 2009 (75 d) |
| Michael Scott Robinson | J.J.B. Hilliard, W.L. Lyons, LLC other | Atlas Brown other | Other | Jul 6, 2006 | May 19, 2014 (2874 d) |
| Jason Tyler Middleton | Ameriprise Financial Services, LLC national BD | Atlas Brown other | Other | May 16, 2006 | Jul 20, 2006 (65 d) |
| Bradley Andrew Glotzbach | Natcity Investments, Inc. unclassified | Atlas Brown other | Other | Dec 31, 2005 | Jun 24, 2010 (1636 d) |
| William Wayne Hancock, III | J.J.B. Hilliard, W.L. Lyons, LLC other | Atlas Brown independent RIA | Other | Feb 4, 2005 | Jan 1, 2025 (7271 d) |
Page 1 of 1
6 moves match.