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138 Conant Street Suite 100, Beverly, MA 01915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
| PA | RA | APPROVED | 2026-04-13 |
Branch Locations
Fort Washington, PA • 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 |
|---|---|---|---|---|
| Quasar Distributors, Llc | Milwaukee | WI | 08/2014 | 03/2023 |
| Glenmede Investment Management, Lp | Philadelphia | PA | 06/2015 | 03/2023 |
| Rockefeller Capital Management | Conshohocken | PA | 03/2023 | 10/2025 |
| Rockefeller Financial Llc | Conshohocken | PA | 03/2023 | 10/2025 |
| Rockefeller Financial Llc | Fort Washington | PA | 10/2025 | 03/2026 |
| Rockefeller Capital Management | Fort Washington | PA | 10/2025 | 03/2026 |
| Easterly Securities Llc | Beverly | MA | 03/2026 | Present |
Rental Property; Philadelphia, PA; Investment Related; Started 02/01/2021; Rental Property; Landlord; Rental Income; 1 hour per month with 0 hours during securities trading hours. Easterly Investment Partners LLC - Investment related; Registered Investment Advisor, 138 Conant St, Beverly, MA 01915; Senior Vice President, Midatlantic Territory; 3/30/26, average 160 hours/month all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-26 |
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