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138 Conant Street Suite 100, Beverly, MA 01915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-15 |
| TX | RA | APPROVED | 2021-07-15 |
Branch Locations
1605 Carmody Court Suite 300, Blaymore Iv, Sewickley, PA 15143 • United States
138 Conant Street Suite 100, Beverly, MA 01915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snow Capital Management | Sewickley | PA | 01/1992 | 07/2021 |
| Easterly Investment Partners Llc | Beverly | MA | 07/2021 | Present |
01/01/1985: Minority Owner for Quality Warehouse, a public warehouse , located at 100 Sweetwater Lane, Edison, NJ 08837. Though duties are related to investment advisory, no work is currently required either during or after trading hours. 01/01/2008: Trustee for the Jewish Healthcare Foundation, a non-profit, located at Centre City Tower, Suite 2400, 650 Smithfield Street Pittsburgh PA, 15222. Duties are of an advisory nature for a Board Member, which require two hours a month during trading hours and two hours a month outside of trading hours. It is not investment related. 12/23/2013: Investor in Dr. Pawel Kalinski's Cancer Research, located at Roswell Park Comprehensive Cancer Center, Elm and Carlton Streets, Buffalo, NY 14263. There are no duties related to this involvement, and it is not investment related. 01/01/2015: Investor in Snap Retail/Snap RX, which helps in setting up online pharmacies, located at Alloy 26, 100 South Commons, Suite 102 Pittsburgh, PA 15212. There are no duties related to this involvement, and it is not investment related. 04/22/2015: Investor in Diamond Kinetics, a baseball tech company, located at 700 River Avenue, Pittsburgh, PA 15212. There are no duties related to this involvement, and it is not investment related. 02/28/2017: Investor in RoadRunner Inc, a recycling venture capital, located at One PPG PL, 33 FL, Pittsburgh PA 15222. There are no duties related to this involvement, and it is not investment related. 06/30/2017: Investor in RAM Global LLC, a venture capital, located at Tallawanda Dr, Fairfield, OH 45014. There are no duties related to this involvement, and it is not investment related. 02/14/2018: Investor in Accuitis, pharma research for eye and skin care, located at 1005 Alderman Drive Suite 104 Alpharetta, GA 30024. There are no duties related to this involvement, and it is investment related. 06/2021: Investor in Easterly Fleet Holdings. There are no duties related to this involvement and it is investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-10-12 |
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