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 Wealth Advisors 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
Steven Elliott ZerbariniNext Financial Group, Inc. independent RIAAtlantis Wealth Advisors LLC independent RIARIA to RIADec 18, 2018Feb 28, 2019 (72 d)
Joseph Paul HarmonCambridge Investment Research Advisors, Inc. BD affiliatedAtlantis Wealth Advisors LLC otherOtherMar 30, 2018Mar 26, 2018
Michael Nolan WoodNext Financial Group, Inc. otherAtlantis Wealth Advisors LLC otherOtherSep 5, 2017Sep 2, 2017
Donald Albert LuekeNfp Advisor Services, LLC otherAtlantis Wealth Advisors LLC otherOtherMar 31, 2016Mar 24, 2017 (358 d)
Richard Lee HornerNext Financial Group, Inc. otherAtlantis Wealth Advisors LLC no RAUMOtherAug 21, 2015Aug 31, 2015
Todd Robert RhineWoodbury Financial Services, Inc. otherAtlantis Wealth Advisors LLC no RAUMOtherJun 3, 2015Jun 4, 2015
Muhammed-Kabeer Olarewaju Gbaja-BiamilaVestura, LLC otherAtlantis Wealth Advisors LLC independent RIAOtherOct 29, 2014Dec 18, 2018 (1511 d)
John Robert BurchNext Financial Group, Inc. otherAtlantis Wealth Advisors LLC no RAUMOtherSep 4, 2014Sep 24, 2014
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8 moves match.