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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

PRESTON WILLIAM SNOW

Advisor at AVIDIAN WEALTH SOLUTIONS

HOUSTON, TX | Houston, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dfaab70c-5478-8bc0-8c15-fa7dd172b229

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Apr 10, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Preston William Snow

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AVIDIAN WEALTH SOLUTIONS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 9, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 9, 2002
First registration: Apr 10, 2003
Dual registered: yes, broker-dealer
Other names: PRESTON SNOW
IAPD individual key: 4600344

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AVIDIAN WEALTH SOLUTIONS	Independent wealth	Oct 11, 2018	n/a	yes	Houston, TX\|HOUSTON, TX	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Oct 19, 2018	no	SUGAR LAND, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Apr 10, 2003	Oct 1, 2012	no	SUGARLAND, TX\|SUGAR LAND, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	AVIDIAN WEALTH SOLUTIONS	Oct 19, 2018	Oct 11, 2018	-8	Firm change	Wirehouse to RIA
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
79:127186:TX:2018-10-18	Oct 19, 2018	Oct 11, 2018	SUGAR LAND, TX	Firm change

Relationships

Registered with (3)

→ AVIDIAN WEALTH SOLUTIONSRegistered adviserregistration: current employment
Oct 11, 2018 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Oct 19, 2018factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Apr 10, 2003 to Oct 1, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dfaab70c-5478-8bc0-8c15-fa7dd172b229
First observed: Apr 10, 2003
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRESTON WILLIAM SNOW

Advisor at AVIDIAN WEALTH SOLUTIONS

HOUSTON, TX | Houston, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dfaab70c-5478-8bc0-8c15-fa7dd172b229

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:06 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

AVIDIAN WEALTH SOLUTIONS

Independent wealth

Oct 11, 2018

n/a

yes

Houston, TX|HOUSTON, TX

Current employment

J.P. MORGAN SECURITIES LLC

Wirehouse

Oct 1, 2012

Oct 19, 2018

SUGAR LAND, TX

Previous registration

CHASE INVESTMENT SERVICES CORP.

Former SEC adviser

Apr 10, 2003

Oct 1, 2012

SUGARLAND, TX|SUGAR LAND, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

J.P. MORGAN SECURITIES LLC

AVIDIAN WEALTH SOLUTIONS

Oct 19, 2018

Oct 11, 2018

-8

Firm change

Wirehouse to RIA

CHASE INVESTMENT SERVICES CORP.

J.P. MORGAN SECURITIES LLC

Oct 1, 2012

Bulk transfer

Other

Team

Left

Joined

From

Kind

79:127186:TX:2018-10-18

Oct 19, 2018

Oct 11, 2018

SUGAR LAND, TX

Firm change