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 Union Municipal Advisors, Inc
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 |
|---|---|---|---|---|---|
| Andrew Douglas Davis | Smith Salley Wealth Management independent RIA | Atlantic Union Municipal Advisors, Inc institutional | Other | Jan 7, 2026 | May 27, 2026 (140 d) |
| Ellen Elizabeth Spong | Blue Edge Capital, LLC independent RIA | Atlantic Union Municipal Advisors, Inc no RAUM | RIA to a newly registered adviser | Mar 4, 2024 | Mar 10, 2024 |
| Mitchell Paul York | Concord Asset Management, LLC asset manager | Atlantic Union Municipal Advisors, Inc no RAUM | Other | Oct 14, 2022 | Feb 1, 2024 (475 d) |
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3 moves match.