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.

Registered advisor

Douglas Joseph Gill

Snowden Capital Advisors LLCBD affiliatedNew York, Ny dual registrantIAPD 1269172

Feed of 09/15/2026

Also filed as Douglas J Gill

At current firm

3 y

since Jun 2, 2023

In the industry

27 y

since Jul 23, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Snowden Capital Advisors LLC BD affiliated current
since Jun 2, 2023 · New York, Ny
Creativeone Wealth, LLC independent RIA
Dec 2, 2020 to Jun 5, 2023 · Cambridge, Md
Partnervest Advisory Services LLC former
Jul 11, 2016 to Dec 7, 2020 · Bethesda, Md
Morgan Stanley wirehouse
Jun 1, 2009 to Jun 12, 2013 · Potomac, Md
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Jun 1, 2009 · Potomac, Md
Morgan Stanley Dw Inc. unclassified
May 24, 2006 to Apr 2, 2007 · Washington, Dc
Fbr Investment Management, Inc. unclassified
Aug 3, 2004 to Jun 9, 2006 · Arlington , Va
Morgan Stanley & Co. LLC unclassified
Jul 23, 1999 to Aug 3, 2004 · Washington, Dc

Moves

a registration end followed by a registration begin elsewhere

Creativeone Wealth, LLC to Snowden Capital Advisors LLC
left Jun 5, 2023, registered Jun 2, 2023 (-3 days) · RIA to affiliated broker-dealer or bank
Partnervest Advisory Services LLC to Creativeone Wealth, LLC
left Dec 7, 2020, registered Dec 2, 2020 (-5 days) · Other
Morgan Stanley to Partnervest Advisory Services LLC
left Jun 12, 2013, registered Jul 11, 2016 (1125 days) · Other
Morgan Stanley & Co. LLC to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Fbr Investment Management, Inc. to Morgan Stanley Dw Inc.
left Jun 9, 2006, registered May 24, 2006 (-16 days) · Other
Morgan Stanley & Co. LLC to Fbr Investment Management, Inc.
left Aug 3, 2004, registered Aug 3, 2004 (0 days) · Other

Signals

Douglas Joseph Gill left Creativeone Wealth, Llc for Snowden Capital Advisors Llc (registered 2023-06-02)
Jun 5, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address