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 Atlatl Advisers

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
Johnny Devere JonesCharles Schwab & Co., Inc. national BDAtlatl Advisers independent RIAAffiliated broker-dealer or bank to independent RIASep 24, 2025Dec 15, 2025 (82 d)
Cynthia G FarnsworthAmeriprise Financial Services, LLC national BDAtlatl Advisers independent RIAAffiliated broker-dealer or bank to independent RIAFeb 13, 2024Mar 22, 2024 (38 d)
Mary Lynne PatchIndependent Financial Partners BD affiliatedAtlatl Advisers independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2023Aug 8, 2023
Hunter Donna Klus WedelEdward Jones national BDAtlatl Advisers independent RIAAffiliated broker-dealer or bank to independent RIAOct 11, 2022Apr 22, 2024 (559 d)
Ross Alexander FedeniaAmeriprise Financial Services, LLC national BDAtlatl Advisers independent RIAAffiliated broker-dealer or bank to independent RIANov 24, 2021Nov 24, 2021
Audrey BlankeRobert W. Baird & Co. Incorporated mixed wealthAtlatl Advisers independent RIARIA to RIANov 12, 2021Nov 29, 2021
Mark Alexander FedeniaNakoma Capital Management, LLC otherAtlatl Advisers independent RIAOtherMar 18, 2013Jun 28, 2016 (1198 d)
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7 moves match.