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 Snow Capital Management, L.P.

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
Richard A. SnowSnow Capital Management, L.P. mixed wealthEasterly Investment Partners LLC otherOtherDec 24, 2021Jul 15, 2021
Jessica Dawn LeightySnow Capital Management, L.P. mixed wealthAlpha Architect mixed wealthRIA to RIAOct 19, 2021Oct 28, 2021
Edward Garfield JenkinsSnow Capital Management, L.P. mixed wealth79 Financial unclassifiedOtherSep 7, 2021Oct 15, 2021 (38 d)
Joshua SchachterSnow Capital Management, L.P. mixed wealthEasterly Investment Partners LLC otherOtherJul 26, 2021Jul 15, 2021
Philip Jon GreenblattSnow Capital Management, L.P. mixed wealthEasterly Investment Partners LLC otherOtherJul 26, 2021Jul 15, 2021
Daniel Thomas McnicholSnow Capital Management, L.P. mixed wealthSuncoast Equity Management, LLC independent RIARIA to RIAApr 1, 2020May 12, 2020 (41 d)
Simon Cawthon RosenbergSnow Capital Management, L.P. otherHomestead Financial Partners state registeredOtherJan 15, 2019Jan 1, 2026 (2543 d)
Nathan Thomas SnyderSnow Capital Management, L.P. otherJanney Montgomery Scott LLC otherOtherOct 10, 2016Oct 25, 2016
Jeffrey SpurlingSnow Capital Management, L.P. otherBb&T Investment Services, Inc. no RAUMOtherJul 2, 2012Oct 28, 2014 (848 d)
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9 moves match.