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 Atlantic Wealth Partners, 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 |
|---|---|---|---|---|---|
| Dylan J Walker | Morgan Stanley wirehouse | Atlantic Wealth Partners, LLC independent RIA | Wirehouse to independent RIA | Jul 3, 2024 | Jun 27, 2024 |
| Kyle Austin Knopp | Hbks Wealth Advisors independent RIA | Atlantic Wealth Partners, LLC independent RIA | RIA to RIA | Jan 20, 2022 | Mar 21, 2022 (60 d) |
| Cody Daniel Koletic | Baron Silver Stevens Financial Advisors, LLC independent RIA | Atlantic Wealth Partners, LLC independent RIA | RIA to RIA | May 30, 2019 | Jun 14, 2019 |
| Greggory William Brant | J.P. Morgan Securities LLC wirehouse | Atlantic Wealth Partners, LLC independent RIA | Wirehouse to independent RIA | May 23, 2019 | Jun 4, 2019 |
| Tad Michael Sacheck | Raymond James Financial Services Advisors, Inc BD affiliated | Atlantic Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2018 | Nov 27, 2018 |
| Brian Alan Sirota | Modern Capital Advisors, LLC independent RIA | Atlantic Wealth Partners, LLC independent RIA | RIA to RIA | Jul 16, 2018 | Aug 14, 2018 |
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6 moves match.