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
Richard Jakiel
Feed of 09/14/2026
Also filed as Richard Jakiel
At current firm
3 y
since Jul 26, 2023
In the industry
10 y
since Oct 1, 2015 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Everstar Asset Management, LLC independent RIA currentsince Jul 26, 2023 · Cornelius, Nc
- Alphastar Capital Management independent RIAMar 24, 2020 to Jul 24, 2023 · Cornelius, Nc
- Cambridge Investment Research Advisors, Inc. BD affiliatedJul 24, 2018 to Mar 24, 2020 · Charlotte, Nc
- Park Avenue Securities LLC BD affiliatedJan 24, 2018 to Jul 31, 2018 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Alphastar Capital Management to Everstar Asset Management, LLCleft Jul 24, 2023, registered Jul 26, 2023 (2 days) · RIA to RIA · moved with a team
- Cambridge Investment Research Advisors, Inc. to Alphastar Capital Managementleft Mar 24, 2020, registered Mar 24, 2020 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Park Avenue Securities LLC to Cambridge Investment Research Advisors, Inc.left Jul 31, 2018, registered Jul 24, 2018 (-7 days) · Affiliated broker-dealer or bank to another
Signals
- Richard Jakiel left Alphastar Capital Management for Everstar Asset Management, Llc (registered 2023-07-26)Jul 24, 2023 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address