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 Atcap Partners, 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
Sara Alluisi GalvinResource 1, Inc. independent RIAAtcap Partners, LLC independent RIARIA to RIAApr 1, 2026Apr 2, 2026
Michelle Louise HoeslyResource 1, Inc. independent RIAAtcap Partners, LLC independent RIARIA to RIAApr 1, 2026Apr 1, 2026
Matthew Thomas HoeslyResource 1, Inc. independent RIAAtcap Partners, LLC independent RIARIA to RIAMar 31, 2026Mar 31, 2026
Stephen Gregory MarekJoseph Gunnar & Co., LLC independent RIAAtcap Partners, LLC independent RIARIA to RIAFeb 26, 2025Mar 12, 2025
Brian Todd CohenB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 12, 2024Dec 3, 2024
Marc Lester GoldsteinB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 15, 2023Aug 11, 2022
Daniel WilsonMorgan Stanley wirehouseAtcap Partners, LLC independent RIAWirehouse to independent RIAFeb 9, 2023Jan 6, 2025 (697 d)
Brennen T GerhartMorgan Stanley wirehouseAtcap Partners, LLC independent RIAWirehouse to independent RIAJul 25, 2022Jul 28, 2022
Jesse L WeissbergerB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 22, 2022Jul 22, 2022
Joseph VarvaraB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 22, 2022Jul 22, 2022
Kevin Robert SmithB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 22, 2022Jul 22, 2022
Nicholas James ScaturroB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 22, 2022Jul 22, 2022
Carter David MansbachB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2022Nov 8, 2022 (110 d)
Damian Humberto DefexB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2022Jul 22, 2022
Kenneth DrekouB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2022Aug 22, 2022 (32 d)
James Vincenzo LombardoB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2022Jul 28, 2022
Daniel John FredB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2022Jul 26, 2022
Jean Gabriel CocinescuB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2022Jul 22, 2022
Farrel Alain LigerB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2022Jul 22, 2022
Carol Jacquelyn ZelenkeRaymond James Financial Services Advisors, Inc BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2022Aug 14, 2022 (83 d)
Eric Robert HilderbrandB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2022Jan 11, 2024 (706 d)
Andrew P MassaroB. Riley Wealth Advisors, Inc. BD affiliatedAtcap Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 7, 2020Aug 26, 2022 (749 d)
Donna Marie McgillCritical Math Advisors LLC no RAUMAtcap Partners, LLC otherOtherMar 1, 2017Apr 4, 2017 (34 d)
Bruce Pasquale DelaurentisRedwood Investment Management, LLC. otherAtcap Partners, LLC no RAUMOtherFeb 5, 2016Mar 7, 2016 (31 d)
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24 moves match.