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 Seven Mile Advisory 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 |
|---|---|---|---|---|---|
| Lily Haili Zhang | Seven Mile Advisory LLC independent RIA | Pcm Encore, LLC independent RIA | RIA to RIA | Jun 1, 2026 | Jul 6, 2026 (35 d) |
| Emily Louise Darosa | Seven Mile Advisory LLC independent RIA | Range Advisory, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Feb 9, 2025 (69 d) |
| Keith J. Feinberg | Seven Mile Advisory LLC independent RIA | Five Eleven Partners independent RIA | RIA to RIA | Nov 7, 2024 | May 21, 2025 (195 d) |
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3 moves match.