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 The Atlas Financial Group
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 |
|---|---|---|---|---|---|
| Luis Jacob Alayo Riera | Ucap Americas mixed wealth | The Atlas Financial Group mixed wealth | RIA to RIA | Jul 10, 2020 | Oct 10, 2025 (1918 d) |
| Julio Cesar Canas | Welcy Capital Advisors LLC other | The Atlas Financial Group other | Other | May 12, 2020 | Apr 16, 2020 |
| Peter Thomas Ripich | Prudential Equity Group, LLC unclassified | The Atlas Financial Group mixed wealth | Other | Jan 7, 2003 | Aug 13, 2026 (8619 d) |
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3 moves match.