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 Advisors

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
Brady Tomer WellesCetera Investment Advisers LLC BD affiliatedAtlas Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 21, 2026May 4, 2026
Jason SampsonFortress Private Wealth unclassifiedAtlas Private Wealth Advisors independent RIAOtherDec 31, 2025Jan 26, 2026
Elias Jorge BurgosEquitable Advisors, LLC national BDAtlas Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2025Oct 30, 2025
Joseph ZaccardiCresset Asset Management, LLC independent RIAAtlas Private Wealth Advisors independent RIARIA to RIAMar 3, 2023Apr 2, 2025 (761 d)
Angela Marie JamarJ L Schneider & Associates unclassifiedAtlas Private Wealth Advisors independent RIAOtherJul 1, 2022Jan 3, 2022
Paul Samuel CarpenterAvantax Advisory Services BD affiliatedAtlas Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 21, 2021Jan 19, 2022
Andrew Felix RappoltJ L Schneider & Associates unclassifiedAtlas Private Wealth Advisors independent RIAOtherDec 16, 2021Jan 3, 2022
Clayton CharlandThe Genwealth Group, Inc. independent RIAAtlas Private Wealth Advisors independent RIARIA to RIAJul 19, 2021Jul 29, 2021
James Peter YukaCharles Schwab & Co., Inc. national BDAtlas Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 19, 2020Sep 23, 2020
Jonathan David CaplanCaplan Capital Management,Incorporated unclassifiedAtlas Private Wealth Advisors independent RIAOtherJan 8, 2019Apr 30, 2018
Sandra Heide DaltonAmeriprise Financial Services, LLC national BDAtlas Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2017Nov 7, 2018 (569 d)
Vladislav KrubichFlagship Harbor Advisors, LLC otherAtlas Private Wealth Advisors otherOtherAug 31, 2016Sep 9, 2016
Juan Antonio Perez MayoFlagship Harbor Advisors, LLC otherAtlas Private Wealth Advisors otherOtherAug 31, 2016Sep 9, 2016
Samudra Prasad RaychaudhuriFlagship Harbor Advisors, LLC otherAtlas Private Wealth Advisors otherOtherAug 31, 2016Sep 9, 2016
Lena L CazabatFlagship Harbor Advisors, LLC otherAtlas Private Wealth Advisors otherOtherAug 31, 2016Sep 9, 2016
Travis Frederick DauchyUsaa Financial Planning Services no RAUMAtlas Private Wealth Advisors independent RIAOtherJul 22, 2016Mar 17, 2021 (1699 d)
Amit ShahMorgan Stanley wirehouseAtlas Private Wealth Advisors independent RIAWirehouse to independent RIAMar 9, 2015Aug 23, 2019 (1628 d)
Sharon LawsonPnc Wealth Management otherAtlas Private Wealth Advisors independent RIAOtherSep 28, 2009Oct 8, 2025 (5854 d)
Dennis Wayne GrinestaffUvest Financial Services Group, Inc. unclassifiedAtlas Private Wealth Advisors independent RIAOtherDec 19, 2008May 20, 2025 (5996 d)
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19 moves match.