This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

HAVEN PRIVATE

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Aug 31, 2020

First registration

Aug 31, 2020

Dual registered

no

Other names

Stacey Cole Rosenthal|Stacey Cole Lachicotte|Stacy Lynel Cole

IAPD individual key

7223460

• Occurred

  Jul 3, 2024
  Advisor changed firm

  Stacey Lynel Cole left Alphaq Advisors for Haven Private (registered 2024-02-09)

  Form ADVobserved 6 days ago
• Occurred

  Apr 7, 2022
  Advisor changed firm

  Stacey Lynel Cole left Dominari Securities Llc for Alphaq Advisors (registered 2022-04-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:12876a7a-d4e5-b8bb-8b26-30512ad01d08

First observed

Aug 31, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.