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.
Advisor moves
Departures from Northavenue LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jacob Palmer Martin | Northavenue LLC independent RIA | Keeler & Nadler Family Wealth independent RIA | RIA to RIA | May 22, 2025 | Jul 2, 2025 (41 d) |
| Britta Anne Koepf | Northavenue LLC independent RIA | Tranquil Path Financial Planning state registered | RIA to a state-registered adviser | Jul 22, 2022 | Jul 6, 2022 |
| Chandler Elizabeth Fugate-Laus | Northavenue LLC independent RIA | Tilly, Inc. state registered | RIA to a state-registered adviser | Oct 14, 2021 | Jul 19, 2022 (278 d) |
| James Chigungu Mwombela | Northavenue LLC independent RIA | Mwombela Financial Planning LLC unclassified | Other | Sep 2, 2021 | Mar 17, 2022 (196 d) |
| Timothy Joseph Burkett | Northavenue LLC independent RIA | Keeler & Nadler Family Wealth independent RIA | RIA to RIA | Aug 19, 2020 | Dec 23, 2020 (126 d) |
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5 moves match.