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

Arrivals at 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.

AdvisorFromToTypeLeftRegistered
Jacob Palmer MartinThe Joseph Group Capital Management independent RIANorthavenue LLC independent RIARIA to RIAApr 17, 2025Apr 18, 2025
Britta Anne KoepfPractical Financial Planning, Inc. unclassifiedNorthavenue LLC independent RIAOtherJan 18, 2022Jan 19, 2022
James Chigungu MwombelaRe-Envision Wealth independent RIANorthavenue LLC independent RIARIA to RIASep 14, 2020Sep 30, 2020
Kristen Elisabeth MoosmillerPartnership Financial, LLC state registeredNorthavenue LLC independent RIAOtherJan 2, 2019Dec 3, 2018
Chandler Elizabeth Fugate-LausPartnership Financial, LLC state registeredNorthavenue LLC independent RIAOtherJan 2, 2019Nov 29, 2018
Timothy Joseph BurkettPartnership Financial, LLC state registeredNorthavenue LLC independent RIAOtherJan 2, 2019Feb 4, 2019 (33 d)
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6 moves match.