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
Arrivals at 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 |
|---|---|---|---|---|---|
| James W Bullock | Morgan Stanley wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 14, 2026 | Sep 17, 2026 |
| Gladys Lizanka Lopez | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 18, 2026 | Aug 20, 2026 |
| Gilbert Anthony Rodriguez | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 18, 2026 | Jul 8, 2026 |
| Moran Tzaban Cohen | Truist Advisory Services, Inc. BD affiliated | Snowden Capital Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Apr 29, 2026 (77 d) |
| Joseph Louis Bernheimer | Osaic Wealth, Inc. BD affiliated | Snowden Capital Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2025 | Nov 14, 2025 |
| Jennifer Lynn Cute | Td Private Client Wealth LLC BD affiliated | Snowden Capital Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Oct 27, 2025 (96 d) |
| Juan Pedro Sarracino | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 22, 2025 | Jun 19, 2025 (58 d) |
| Robert A Russak | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 31, 2025 | Jun 17, 2025 (78 d) |
| Jaime Sanchez Yarza | Morgan Stanley wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 23, 2024 | Jun 24, 2024 |
| Jose Andres Ramirez | Morgan Stanley wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 23, 2024 | Jun 24, 2024 |
| Felipe Andres Torres | Creand Management independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 10, 2024 | Jul 17, 2024 |
| Paula A Gonzales | Morgan Stanley wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 25, 2024 | Jun 24, 2024 |
| Emily M Clinton | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 17, 2024 | Jun 1, 2026 (714 d) |
| Brian J Solomon | Laidlaw Wealth Management LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 18, 2024 | Feb 22, 2024 |
| Spencer Reece | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 20, 2024 | Mar 7, 2024 |
| Sebastian Ramos | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 1, 2024 | Jan 22, 2024 |
| Gregory William Timeranko | Wilmington Trust Investment Advisors, Inc. other | Snowden Capital Advisors LLC BD affiliated | Other | Jan 17, 2024 | May 8, 2024 (112 d) |
| Ron Jacob Zuckerman | Laidlaw Wealth Management LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 26, 2023 | Dec 14, 2023 |
| George Sarlanis | Osaic Wealth, Inc. BD affiliated | Snowden Capital Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 26, 2023 | Jan 2, 2024 |
| John Paul Zagroba Mcmanus | Laidlaw Wealth Management LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 26, 2023 | Dec 14, 2023 |
| Christian Silvalima Gherardi | Bulltick Wealth Management, LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 4, 2023 | Jan 24, 2024 (51 d) |
| Wendell Wayne Cayton | Continuum Advisory, LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 28, 2023 | Nov 28, 2023 |
| Schuyler Chase Cayton | Continuum Advisory, LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 28, 2023 | Nov 28, 2023 |
| Claudia Patricia Carmona | UBS Financial Services Inc. wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 13, 2023 | Oct 4, 2023 |
| Benny Omar Torres-Sanchez | UBS Financial Services Inc. wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 13, 2023 | Oct 4, 2023 |
| Douglas Joseph Gill | Creativeone Wealth, LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 5, 2023 | Jun 2, 2023 |
| Richard Stephen Bartholow | Morgan Stanley wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 8, 2023 | Feb 21, 2023 |
| Eduardo Alvarez Andreu | Morgan Stanley wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 7, 2023 | Feb 27, 2023 |
| Stephanie Amber Powell | Morgan Stanley wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 7, 2023 | Feb 23, 2023 |
| Jaclyn Ann Green | Dominari Securities LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 3, 2022 | Aug 29, 2022 |
| Paula M Gaibor | Morgan Stanley wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 30, 2022 | Aug 29, 2022 |
| Allen Anton Jacobi | Dominari Securities LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 11, 2022 | Aug 11, 2022 |
| Thomas J Hakala | Dominari Securities LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2022 | Jul 19, 2022 |
| Mark Thomas Conway | Dominari Securities LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 10, 2022 | May 10, 2022 |
| Daysi Michelle Leiva | Dominari Securities LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 2, 2022 | May 6, 2022 |
| Andrew Gerli Randak | Dominari Securities LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 26, 2022 | Apr 26, 2022 |
| Nicole Matilde Boutmy De Katzmann | Dominari Securities LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 26, 2022 | Apr 25, 2022 |
| Kristian Anthony Sedeno | Dominari Securities LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 26, 2022 | Apr 26, 2022 |
| Andrew Wilson Heitner | Dominari Securities LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 20, 2022 | Apr 20, 2022 |
| Christian F Gallo | Dominari Securities LLC independent RIA | Snowden Capital Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 20, 2022 | Apr 21, 2022 |
| Paula Alejandra Oddone | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 8, 2021 | Sep 20, 2021 |
| Tony Esses | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 24, 2021 | Jul 2, 2021 |
| Ana Paula Pinto O'Keefe | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 3, 2021 | May 28, 2021 |
| Jorge G Silva | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2021 | Jun 1, 2021 |
| Jose Julio Oliveira | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2021 | May 28, 2021 |
| Jessy S Mogro | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2021 | May 28, 2021 |
| Marivi Rodriguez | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 14, 2021 | May 11, 2021 |
| Wilton Mejia | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 26, 2021 | Apr 20, 2021 |
| Mike Camilo Toledo | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 22, 2021 | Apr 20, 2021 |
| Jacobson Bathelmy | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 22, 2021 | Apr 20, 2021 |
| Alfredo Garcia | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 8, 2021 | Apr 5, 2021 |
| Armando Alexis Urena | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 8, 2021 | Jan 1, 2025 (1395 d) |
| Johanna Haza | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 8, 2021 | Mar 1, 2021 |
| Omar Javier Macias | Wells Fargo Advisors wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 8, 2021 | Mar 22, 2021 |
| Brett Justin Pencar | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 2, 2021 | Oct 2, 2024 (1338 d) |
| Michael Francis Schmatz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 7, 2020 | Dec 4, 2020 |
| Michael James Kreuzer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 7, 2020 | Dec 4, 2020 |
| William Keith Markel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 7, 2020 | Dec 4, 2020 |
| Luis F Vegas | J.P. Morgan Securities LLC wirehouse | Snowden Capital Advisors LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 18, 2020 | Nov 6, 2020 |
| Daniel Anthony Arce | Advice And Planning Services BD affiliated | Snowden Capital Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2020 | Apr 6, 2021 (144 d) |
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127 moves match.