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.

Registered advisor

Michael Hakerem

Kingswood Wealth Advisors, LLCBD affiliatedRaleigh, NcIA-onlyIAPD 2601339

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Michael David Hakerem

At current firm

2 y

since Sep 3, 2024

In the industry

30 y

since Aug 15, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Kingswood Wealth Advisors, LLC BD affiliated current
since Sep 3, 2024 · Raleigh, Nc
Eudaimonia Partners, LLC former
Nov 16, 2018 to Sep 3, 2024 · Raleigh, Nc
Hayden Royal former
Jun 13, 2017 to Oct 4, 2018 · Raleigh, Nc
Empowered Portfolios, LLC unclassified
Jul 7, 2015 to Jun 13, 2017 · Raleigh, Nc
Triangle Wealth Management independent RIA
May 21, 2009 to Jun 17, 2014 · Raleigh, Nc
Triangle Securities, LLC unclassified
Apr 5, 2005 to Dec 31, 2010 · Raleigh, Nc

Moves

a registration end followed by a registration begin elsewhere

Eudaimonia Partners, LLC to Kingswood Wealth Advisors, LLC
left Sep 3, 2024, registered Sep 3, 2024 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team
Hayden Royal to Eudaimonia Partners, LLC
left Oct 4, 2018, registered Nov 16, 2018 (43 days) · RIA to RIA · moved with a team
Empowered Portfolios, LLC to Hayden Royal
left Jun 13, 2017, registered Jun 13, 2017 (0 days) · Other
Triangle Wealth Management to Empowered Portfolios, LLC
left Jun 17, 2014, registered Jul 7, 2015 (385 days) · Other
Triangle Securities, LLC to Triangle Wealth Management
left Dec 31, 2010, registered May 21, 2009 (-589 days) · Other

Signals

Michael Hakerem left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-09-03)
Sep 3, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address