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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Kevion Lamar Latham

Advisor at NORTHWEST ASSET MANAGEMENT

MERCER ISLAND, WA | Pittsburgh, PA

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Search this name across graphsid dfx:ria:97818796-0440-edc7-711a-3602b6b2c55e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jul 24, 2012 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NORTHWEST ASSET MANAGEMENT
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: Jul 23, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 23, 2012
First registration: Jul 24, 2012
Dual registered: no
Other names: KEVION LAMAR LATHAM|KEVION L LATHAM
IAPD individual key: 6045782

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NORTHWEST ASSET MANAGEMENT	Independent wealth	May 30, 2025	n/a	yes	Pittsburgh, PA\|MERCER ISLAND, WA	Current employment
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Feb 2, 2024	May 30, 2025	no	Cranberry Townshpi, PA	Previous registration
KAILASA CAPITAL MANAGEMENT LLC	Independent wealth	May 30, 2019	Mar 7, 2024	no	PITTSBURGH, PA\|Seven Fields, PA\|Cranberry Township, PA	Previous registration
GREENROSE WEALTH MANAGEMENT, LLC	n/a	Dec 21, 2018	Mar 7, 2024	no	PITTSBURGH, PA	Previous registration
SIGNIFY WEALTH LLC	Independent wealth	Nov 6, 2017	Dec 5, 2018	no	Seven Fields, PA\|ST. LOUIS, MO	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Mar 28, 2014	Nov 3, 2017	no	BEAVER, PA\|BEAVER, PA\|BEAVER, PA\|BEAVER, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 24, 2012	Feb 20, 2014	no	CRANBERRY TOWNSHIP, PA\|UPPER SAINT CLAIR, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FOCUS PARTNERS WEALTH, LLC	NORTHWEST ASSET MANAGEMENT	May 30, 2025	May 30, 2025	0	Firm change	RIA to RIA
KAILASA CAPITAL MANAGEMENT LLC	FOCUS PARTNERS WEALTH, LLC	Mar 7, 2024	Feb 2, 2024	-34	Firm change after gap	RIA to RIA
GREENROSE WEALTH MANAGEMENT, LLC	KAILASA CAPITAL MANAGEMENT LLC	Mar 7, 2024	May 30, 2019	-1,743	Firm change after gap	Other
SIGNIFY WEALTH LLC	GREENROSE WEALTH MANAGEMENT, LLC	Dec 5, 2018	Dec 21, 2018	16	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	SIGNIFY WEALTH LLC	Nov 3, 2017	Nov 6, 2017	3	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Feb 20, 2014	Mar 28, 2014	36	Firm change	Other

Relationships

Registered with (7)

→ NORTHWEST ASSET MANAGEMENTRegistered adviserregistration: current employment
May 30, 2025 to presentfactForm ADV
→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: previous registration
Feb 2, 2024 to May 30, 2025factForm ADV
→ KAILASA CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
May 30, 2019 to Mar 7, 2024factForm ADV
→ GREENROSE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 21, 2018 to Mar 7, 2024factForm ADV
→ SIGNIFY WEALTH LLCRegistered adviserregistration: previous registration
Nov 6, 2017 to Dec 5, 2018factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Mar 28, 2014 to Nov 3, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 24, 2012 to Feb 20, 2014factForm ADV

Dated events

Occurred
May 30, 2025
Advisor changed firm
Kevion Lamar Latham left Focus Partners Wealth, Llc for Northwest Asset Management (registered 2025-05-30)
Form ADVobserved 5 days ago
Occurred
Mar 7, 2024
Advisor changed firm
Kevion Lamar Latham left Kailasa Capital Management Llc for Focus Partners Wealth, Llc (registered 2024-02-02)
Form ADVobserved 5 days ago
Occurred
Mar 7, 2024
Advisor changed firm
Kevion Lamar Latham left Greenrose Wealth Management, Llc for Kailasa Capital Management Llc (registered 2019-05-30)
Form ADVobserved 5 days ago