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 Private Wealth Management, 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
Christine Elizabeth SuozziCapital Financial Services LLC independent RIAAtlas Private Wealth Management, LLC independent RIARIA to RIAJan 9, 2023Jan 10, 2023
Barry James RingsNorthwestern Mutual Investment Services,LLC no RAUMAtlas Private Wealth Management, LLC independent RIAOtherAug 29, 2018Sep 24, 2018
Aaron Lee JohnsonBrookstone Wealth Advisors, LLC otherAtlas Private Wealth Management, LLC independent RIAOtherNov 29, 2016Sep 29, 2021 (1765 d)
Robert Michael PalmerGoldman Sachs Wealth Services, L.P. otherAtlas Private Wealth Management, LLC otherOtherMay 16, 2016Oct 18, 2016 (155 d)
Shawn Paul HarringtonBattenkill Capital Management unclassifiedAtlas Private Wealth Management, LLC otherOtherDec 31, 2009Mar 1, 2010 (60 d)
David BogonovichDion Money Management Inc unclassifiedAtlas Private Wealth Management, LLC otherOtherOct 24, 2007Oct 22, 2007
David L SteinbergDion Money Management Inc unclassifiedAtlas Private Wealth Management, LLC otherOtherOct 19, 2007Oct 18, 2007
John Arthur BielskiDion Money Management Inc unclassifiedAtlas Private Wealth Management, LLC otherOtherOct 19, 2007Oct 18, 2007
Matthew David SauerDion Money Management Inc unclassifiedAtlas Private Wealth Management, LLC otherOtherOct 19, 2007Oct 18, 2007
Mark Joseph LandauDion Money Management Inc unclassifiedAtlas Private Wealth Management, LLC otherOtherOct 19, 2007Oct 18, 2007
James Joseph DolanDion Money Management Inc unclassifiedAtlas Private Wealth Management, LLC otherOtherOct 19, 2007Oct 18, 2007
Barnaby Dexter BullardThe Hunter Group unclassifiedAtlas Private Wealth Management, LLC independent RIAOtherJan 14, 2005Dec 23, 2020 (5822 d)
Fred GalloDion Money Management Inc unclassifiedAtlas Private Wealth Management, LLC otherOtherDec 11, 2003Nov 23, 2007 (1443 d)
James Christopher AielloMsi Financial Services, Inc. otherAtlas Private Wealth Management, LLC otherOtherJul 28, 2003Apr 25, 2016 (4655 d)
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14 moves match.