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 Atlantis Asset 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Markoff George | Global Arena Investment Management, LLC other | Atlantis Asset Management, LLC other | Other | Oct 5, 2012 | Jun 6, 2013 (244 d) |
| Duncan Gregory Burke | Global Arena Investment Management, LLC other | Atlantis Asset Management, LLC independent RIA | Other | Oct 5, 2012 | Aug 7, 2021 (3228 d) |
| Sandra Teresa Turner | Global Arena Investment Management, LLC other | Atlantis Asset Management, LLC independent RIA | Other | Sep 7, 2012 | Jun 22, 2018 (2114 d) |
| Jeffrey Brian Pereira | Capital Management Group, LLC unclassified | Atlantis Asset Management, LLC other | Other | Dec 31, 2011 | May 30, 2013 (516 d) |
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4 moves match.