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

John Eric Casey

Wells Fargo AdvisorswirehouseCincinnati, Ohdual registrantIAPD 2515480

Feed of 09/14/2026

Also filed as Eric Casey

At current firm

0 y

since Jan 5, 2026

In the industry

32 y

since Aug 9, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Jan 5, 2026 · Cincinnati, Oh
Huntington Financial Advisors BD affiliated
Apr 6, 2018 to Dec 16, 2025 · Cincinnati, Oh
Salient Capital Advisors, LLC former
Apr 19, 2011 to Jul 27, 2017 · Houston, Tx
Salient Advisors, L.P. asset manager
Feb 2, 2011 to Nov 14, 2011 · Dallas, Tx
Cypress Creek Partners asset manager
Feb 2, 2011 to Nov 14, 2011 · Austin, Tx
UBS Asset Management (Americas) LLC mixed wealth
Aug 14, 2009 to Feb 1, 2011 · Cincinnati, Oh
UBS Asset Management (US) Inc. unclassified
Jan 2, 2003 to Dec 31, 2008 · Cincinnati, Oh
UBS Financial Services Inc. wirehouse
Mar 21, 1999 to May 2, 2002 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Huntington Financial Advisors to Wells Fargo Advisors
left Dec 16, 2025, registered Jan 5, 2026 (20 days) · Affiliated broker-dealer or bank to wirehouse
Salient Capital Advisors, LLC to Huntington Financial Advisors
left Jul 27, 2017, registered Apr 6, 2018 (253 days) · Other
Cypress Creek Partners to Salient Advisors, L.P.
left Nov 14, 2011, registered Feb 2, 2011 (-285 days) · Other
Salient Advisors, L.P. to Salient Capital Advisors, LLC
left Nov 14, 2011, registered Apr 19, 2011 (-209 days) · Other
UBS Asset Management (Americas) LLC to Cypress Creek Partners
left Feb 1, 2011, registered Feb 2, 2011 (1 days) · Other
UBS Asset Management (US) Inc. to UBS Asset Management (Americas) LLC
left Dec 31, 2008, registered Aug 14, 2009 (226 days) · Other
UBS Financial Services Inc. to UBS Asset Management (US) Inc.
left May 2, 2002, registered Jan 2, 2003 (245 days) · Other

Signals

John Eric Casey left Huntington Financial Advisors for Wells Fargo Advisors (registered 2026-01-05)
Dec 16, 2025 · 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: Wirehousederived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address