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
James William Hakewill
Feed of 09/14/2026
Also filed as James W Hakewill
At current firm
9 y
since Jun 26, 2017
In the industry
16 y
since Apr 12, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mfs Institutional Advisors Inc. other currentsince Jun 26, 2017 · Saratoga Spring, Ny
- Manning & Napier Advisors, LLC mixed wealthAug 27, 2010 to Jun 6, 2017 · Fairport, Ny
- Manning & Napier Advisory Advantage Company, LLC formerAug 27, 2010 to Dec 31, 2013 · Fairport, Ny
- Howe And Rusling, Inc. independent RIAApr 13, 2010 to Jun 22, 2010
Moves
a registration end followed by a registration begin elsewhere
- Manning & Napier Advisors, LLC to Mfs Institutional Advisors Inc.left Jun 6, 2017, registered Jun 26, 2017 (20 days) · Other
- Manning & Napier Advisory Advantage Company, LLC to Manning & Napier Advisors, LLCleft Dec 31, 2013, registered Aug 27, 2010 (-1222 days) · Other
- Howe And Rusling, Inc. to Manning & Napier Advisory Advantage Company, LLCleft Jun 22, 2010, registered Aug 27, 2010 (66 days) · Other
Signals
No dated event on this person.
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
- Other adviserderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address