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 Atticus Wealth Management

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
Melissa Marie MontalvoRaymond James Financial Services Advisors, Inc BD affiliatedAtticus Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 16, 2025Jul 9, 2025
Richard Watts BondWells Fargo Advisors wirehouseAtticus Wealth Management independent RIAWirehouse to independent RIASep 30, 2021Nov 8, 2021 (39 d)
Stephan William ZehnerCastle Wealth Management independent RIAAtticus Wealth Management independent RIARIA to RIADec 31, 2020Jan 19, 2021
Robert Adam KokolScf Investment Advisors, Inc. BD affiliatedAtticus Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 23, 2020Jan 13, 2021 (82 d)
Douglas Joseph BartolfBartolf Wealth Advisors, Inc. otherAtticus Wealth Management independent RIAOtherDec 12, 2019Jan 4, 2021 (389 d)
Enoch Carter MorrisAtticus Asset Management, LLC unclassifiedAtticus Wealth Management independent RIAOtherMay 15, 2019Jun 26, 2018
Colin John ArnoldBartolf Wealth Advisors, Inc. otherAtticus Wealth Management independent RIAOtherDec 31, 2018Jan 1, 2025 (2193 d)
Robert Gerald GogginWealth Management Advisors, LLC independent RIAAtticus Wealth Management independent RIARIA to RIANov 6, 2018Dec 7, 2018 (31 d)
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8 moves match.