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 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 |
|---|---|---|---|---|---|
| Emily Louise Darosa | Range Advisory, LLC independent RIA | Seven Mile Advisory LLC independent RIA | RIA to RIA | Jul 8, 2026 | Jul 17, 2026 |
| Michael Joseph Cappadona | Montis Financial, LLC independent RIA | Seven Mile Advisory LLC independent RIA | RIA to RIA | Dec 18, 2025 | Apr 16, 2026 (119 d) |
| Lily Haili Zhang | Westmount Partners, LLC independent RIA | Seven Mile Advisory LLC independent RIA | RIA to RIA | Nov 21, 2024 | Feb 6, 2025 (77 d) |
| Emily Louise Darosa | Wealthspire Advisors independent RIA | Seven Mile Advisory LLC no RAUM | RIA to a newly registered adviser | May 4, 2023 | Apr 17, 2023 |
| Nicole Jennifer Araya | Crestone Asset Management LLC mixed wealth | Seven Mile Advisory LLC no RAUM | RIA to a newly registered adviser | Apr 6, 2023 | Apr 13, 2023 |
| Pamela Nessa Perskie | Mariner Independent independent RIA | Seven Mile Advisory LLC no RAUM | RIA to a newly registered adviser | Mar 31, 2023 | Mar 29, 2023 |
| Keith J. Feinberg | Mariner Independent independent RIA | Seven Mile Advisory LLC no RAUM | RIA to a newly registered adviser | Mar 31, 2023 | Mar 29, 2023 |
Page 1 of 1
7 moves match.