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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-28 |
Branch Locations
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
4630 North Loop 1604 West, Suite 301, San Antonio, TX 78249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Antonio | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 06/2018 |
| Snowden Lane Partners | New York | NY | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-16 |
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