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.
Advisor moves
Departures from Snowden Capital Advisors LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Marcus Andrew Selva | Snowden Capital Advisors LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 12, 2024 |
| Stephen Thomas Fordyce | Snowden Capital Advisors LLC BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2024 | Sep 13, 2024 |
| Samuel Perkins Degennaro | Snowden Capital Advisors LLC BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2024 | Sep 13, 2024 |
| Robert J Bowman | Snowden Capital Advisors LLC BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2024 | Sep 13, 2024 |
| John Giannattasio | Snowden Capital Advisors LLC BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2024 | Sep 13, 2024 |
| Daniel Anthony Arce | Snowden Capital Advisors LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 15, 2024 | Apr 2, 2024 |
| Imar Rodriguez | Snowden Capital Advisors LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 7, 2024 | Apr 16, 2024 |
| James Sylvere Richard | Snowden Capital Advisors LLC BD affiliated | Coral Reef Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 14, 2024 | Feb 27, 2024 |
| Thomas Joseph Boyd | Snowden Capital Advisors LLC BD affiliated | Coral Reef Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 14, 2024 | Apr 4, 2024 |
| Huston Lorenzo | Snowden Capital Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 8, 2023 | Dec 6, 2024 (547 d) |
| Kieran John Doherty | Snowden Capital Advisors LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 30, 2022 | Mar 18, 2022 |
| Joseph Mark Hubbell | Snowden Capital Advisors LLC BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 4, 2019 | Mar 22, 2019 |
| Peter Jack Lin | Snowden Capital Advisors LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2019 | Feb 23, 2022 (1143 d) |
| Cristina Eddy | Snowden Capital Advisors LLC other | Monex Asset Management, Inc. other | Other | Sep 29, 2017 | Mar 8, 2018 (160 d) |
| Robert Joseph Bowman | Snowden Capital Advisors LLC other | Janney Montgomery Scott LLC BD affiliated | Other | Sep 11, 2017 | Jun 10, 2020 (1003 d) |
| Francisco Malfavon | Snowden Capital Advisors LLC other | Monex Asset Management, Inc. other | Other | Jun 28, 2017 | Mar 8, 2018 (253 d) |
| Nicholas Edward Zaccour | Snowden Capital Advisors LLC other | Coastal Bridge Advisors other | Other | Jun 15, 2017 | Aug 11, 2017 (57 d) |
| Donna Bowler | Snowden Capital Advisors LLC other | Wells Fargo Advisors wirehouse | Other | Jun 13, 2017 | Jul 24, 2017 (41 d) |
| Jeremy Michael Soboleski | Snowden Capital Advisors LLC other | Commonwealth Financial Network national BD | Other | Apr 6, 2016 | Apr 1, 2016 |
| Kole G Bosworth | Snowden Capital Advisors LLC other | Morgan Stanley wirehouse | Other | Mar 3, 2016 | Mar 14, 2016 |
| John Logan Morris | Snowden Capital Advisors LLC other | Intentional Funds no RAUM | Other | Jan 17, 2014 | Dec 9, 2025 (4344 d) |
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21 moves match.