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 Wealth Management Group, 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 |
|---|---|---|---|---|---|
| Evonne Ianacone Ryan | Wealth Net Advisors other | Atlas Wealth Management Group, LLC other | Other | Dec 31, 2017 | Jun 27, 2018 (178 d) |
| Jeffrey Alan Cerny | William Jordan Investments, Inc. unclassified | Atlas Wealth Management Group, LLC other | Other | Aug 16, 2017 | Aug 7, 2015 |
| Sandy G Levine | William Jordan Investments, Inc. unclassified | Atlas Wealth Management Group, LLC other | Other | Aug 16, 2017 | May 25, 2017 |
| Scott Locke Greenameyer | William Jordan Investments, Inc. unclassified | Atlas Wealth Management Group, LLC other | Other | Aug 16, 2017 | May 25, 2017 |
| Charles Ian Kasner | Cambridge Investment Research Advisors, Inc. other | Atlas Wealth Management Group, LLC other | Other | Dec 7, 2015 | Dec 2, 2015 |
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5 moves match.