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 Lifestyle Planning 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 |
|---|---|---|---|---|---|
| David Jaindl Martin | Mywallst Advisory LLC no RAUM | Atlas Lifestyle Planning Group LLC state registered | Other | Nov 4, 2024 | Sep 17, 2026 (682 d) |
| Michael Jon Abbate | Dynamic Wealth Partners, LLC unclassified | Atlas Lifestyle Planning Group LLC state registered | Other | Mar 7, 2024 | Jan 1, 2020 |
| Aurora Ann Ash | Gearhart Geld, LLC unclassified | Atlas Lifestyle Planning Group LLC state registered | Other | Jan 9, 2023 | Feb 23, 2023 (45 d) |
| John Henry Boyle | Ironwood Wealth Management, LLC independent RIA | Atlas Lifestyle Planning Group LLC state registered | RIA to a state-registered adviser | May 9, 2022 | Dec 16, 2022 (221 d) |
| Troy Earl Reeder | Pruco Securities, LLC BD affiliated | Atlas Lifestyle Planning Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 14, 2021 | Dec 14, 2021 |
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5 moves match.