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Advisor at SNOWDEN CAPITAL ADVISORS LLC
NEW YORK, NY | Bethesda, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SNOWDEN CAPITAL ADVISORS LLC | Bd affiliated wealth | Jun 2, 2023 | n/a | yes | NEW YORK, NY|Bethesda, MD | Current employment |
| CREATIVEONE WEALTH, LLC | Independent wealth | Dec 2, 2020 | Jun 5, 2023 | no | CAMBRIDGE, MD|Bethesda, MD|OVERLAND PARK, KS | Previous registration |
| PARTNERVEST ADVISORY SERVICES LLC | Former SEC adviser | Jul 11, 2016 | Dec 7, 2020 | no | Bethesda, MD|SANTA BARBARA, CA|Bethesda, MD|Falls Church, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jun 12, 2013 | no | POTOMAC, MD|Mclean, VA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | POTOMAC, MD|WASHINGTON, DC | Previous registration |
| MORGAN STANLEY DW INC. | n/a | May 24, 2006 | Apr 2, 2007 | no | WASHINGTON, DC | Previous registration |
| FBR INVESTMENT MANAGEMENT, INC. | n/a | Aug 3, 2004 | Jun 9, 2006 | no | ARLINGTON , VA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Jul 23, 1999 | Aug 3, 2004 | no | WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVEONE WEALTH, LLC | SNOWDEN CAPITAL ADVISORS LLC | Jun 5, 2023 | Jun 2, 2023 | -3 | Firm change | RIA to ibd |
| PARTNERVEST ADVISORY SERVICES LLC | CREATIVEONE WEALTH, LLC | Dec 7, 2020 | Dec 2, 2020 | -5 | Firm change | Other |
| MORGAN STANLEY | PARTNERVEST ADVISORY SERVICES LLC | Jun 12, 2013 | Jul 11, 2016 | 1,125 | Firm change after gap | Other |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| FBR INVESTMENT MANAGEMENT, INC. | MORGAN STANLEY DW INC. | Jun 9, 2006 | May 24, 2006 | -16 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | FBR INVESTMENT MANAGEMENT, INC. | Aug 3, 2004 | Aug 3, 2004 | 0 | Firm change | Other |