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 Easterly Investment Partners 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
Kevin Allen HeckmanRockefeller Capital Management BD affiliatedEasterly Investment Partners LLC otherOtherApr 6, 2026Apr 13, 2026
Jose Dejesus CervantesAdvisors Asset Management, Inc. otherEasterly Investment Partners LLC otherOtherMar 20, 2025Apr 16, 2026 (392 d)
Paul Bradley CitarellJohn Hancock Investment Management LLC asset managerEasterly Investment Partners LLC otherOtherJul 17, 2024Mar 25, 2025 (251 d)
Richard A. SnowSnow Capital Management, L.P. mixed wealthEasterly Investment Partners LLC otherOtherDec 24, 2021Jul 15, 2021
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
Burns Mcneil LowryJohn Hancock Investment Management LLC asset managerEasterly Investment Partners LLC otherOtherAug 5, 2020Dec 15, 2023 (1227 d)
John William MurphyBkf Asset Management, Inc. unclassifiedEasterly Investment Partners LLC otherOtherFeb 28, 2005Apr 11, 2019 (5155 d)
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8 moves match.