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 East Coast Asset Management, 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 |
|---|---|---|---|---|---|
| John Richard Shepherd | Tran Capital Management, L.P. other | East Coast Asset Management, LLC other | Other | Jun 14, 2013 | Jun 16, 2014 (367 d) |
| Christopher John Bekel | Boston Hill Advisors, LLC other | East Coast Asset Management, LLC other | Other | Jun 5, 2013 | Jul 15, 2014 (405 d) |
| Gary Douglas Pomerantz | Lexington Wealth Management, Inc. other | East Coast Asset Management, LLC other | Other | Jul 19, 2011 | Jul 29, 2011 |
| John Casimir Slupski | Pegaesus Advisors, Inc. no RAUM | East Coast Asset Management, LLC other | Other | Jun 20, 2011 | Jun 24, 2011 |
| Michael Charles Kozak | Cabot Wealth Management other | East Coast Asset Management, LLC other | Other | Aug 19, 2010 | Sep 2, 2010 |
| Benjamin Steven Favazza | Strategic Advisers LLC national BD | East Coast Asset Management, LLC other | Other | Aug 18, 2008 | Aug 6, 2008 |
| Christopher Matthew Begg | Boston Research And Management, Inc. other | East Coast Asset Management, LLC other | Other | Apr 30, 2008 | Aug 5, 2008 (97 d) |
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7 moves match.