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

Kevion Lamar Latham

Northwest Asset Managementindependent RIAMercer Island, Wa IA-onlyIAPD 6045782

Certified Financial Planner

Feed of 09/15/2026

Also filed as Kevion Lamar Latham

At current firm

1 y

since May 30, 2025

In the industry

14 y

since Jul 23, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Northwest Asset Management independent RIA current
since May 30, 2025 · Pittsburgh, Pa
Focus Partners Wealth, LLC independent RIA
Feb 2, 2024 to May 30, 2025 · Cranberry Townshpi, Pa
Kailasa Capital Management LLC independent RIA
May 30, 2019 to Mar 7, 2024 · Pittsburgh, Pa
Greenrose Wealth Management, LLC unclassified
Dec 21, 2018 to Mar 7, 2024 · Pittsburgh, Pa
Signify Wealth LLC independent RIA
Nov 6, 2017 to Dec 5, 2018 · Seven Fields, Pa
Raymond James Financial Services Advisors, Inc BD affiliated
Mar 28, 2014 to Nov 3, 2017 · Beaver, Pa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 24, 2012 to Feb 20, 2014 · Cranberry Township, Pa

Moves

a registration end followed by a registration begin elsewhere

Focus Partners Wealth, LLC to Northwest Asset Management
left May 30, 2025, registered May 30, 2025 (0 days) · RIA to RIA
Kailasa Capital Management LLC to Focus Partners Wealth, LLC
left Mar 7, 2024, registered Feb 2, 2024 (-34 days) · RIA to RIA
Greenrose Wealth Management, LLC to Kailasa Capital Management LLC
left Mar 7, 2024, registered May 30, 2019 (-1743 days) · Other
Signify Wealth LLC to Greenrose Wealth Management, LLC
left Dec 5, 2018, registered Dec 21, 2018 (16 days) · Other
Raymond James Financial Services Advisors, Inc to Signify Wealth LLC
left Nov 3, 2017, registered Nov 6, 2017 (3 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Raymond James Financial Services Advisors, Inc
left Feb 20, 2014, registered Mar 28, 2014 (36 days) · Other

Signals

Kevion Lamar Latham left Focus Partners Wealth, Llc for Northwest Asset Management (registered 2025-05-30)
May 30, 2025 · Advisor changed firm · fact
Kevion Lamar Latham left Kailasa Capital Management Llc for Focus Partners Wealth, Llc (registered 2024-02-02)
Mar 7, 2024 · Advisor changed firm · fact
Kevion Lamar Latham left Greenrose Wealth Management, Llc for Kailasa Capital Management Llc (registered 2019-05-30)
Mar 7, 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: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address