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Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-17
TX RA APPROVED 2026-07-17
  • CO RA
    APPROVED
    Since 2026-07-17
  • TX RA
    APPROVED
    Since 2026-07-17

Branch Locations

3445 Penrose Place Suite 130, Boulder, CO 80301 • United States

345 California Street Suite 600, San Francisco, CA 94104 • United States

Snowball Wealth Management

3445 Penrose Place Suite 130, Boulder, CO 80301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-09
AZ RA APPROVED 2022-06-30
CO RA APPROVED 2016-07-22
TX RA APPROVED_RES 2016-02-27
IL RA APPROVED 2005-10-13
  • CA RA
    APPROVED
    Since 2022-11-09
  • AZ RA
    APPROVED
    Since 2022-06-30
  • CO RA
    APPROVED
    Since 2016-07-22
  • TX RA
    APPROVED_RES
    Since 2016-02-27
  • IL RA
    APPROVED
    Since 2005-10-13

Branch Locations

3445 Penrose Place Suite 130, Boulder, CO 80301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tnl Asset Management Llc Dba Snowball Wealth Management Boulder CO 09/2003 Present
Farther Boulder CO 07/2026 Present
  • 09/2003 → Present
    Tnl Asset Management Llc Dba Snowball Wealth Management
    Boulder, CO
  • 07/2026 → Present
    Boulder, CO
Other Businesses

I AM AND HAVE BEEN SINCE JANUARY 2004 THE MANAGER AND MEMBER OF A FAMILY REAL ESTATE HOLDING COMPANY. THE BUSINESS IS LEBOR HOLDINGS, LTD, AN OHIO LLC. THE BUSINESS IS RUN FROM MY HOUSE AT 6534 Legend Ridge Trail, Niwot CO 80503. APPROXIMATE MONTHLY HOURS ARE 1-2, BUT THOSE HOURS RARELY CONFLICT WITH SECURITIES TRADING HOURS. THE BUSINESS INVESTS PRIMARILY IN REAL ESTATE AND LIMITED PARTNERSHIPS, BUT DOES HAVE A BROKERAGE ACCOUNT USED MAINLY FOR HOLDING SHORT-TERM CASH AND FOR LIQUIDITY PURPOSES. MY DUTIES INCLUDE, BUT ARE NOT LIMITED TO, ACCOUNTING AND TAX RESPONSIBILITIES, COLLECTION OF RENT, DISBURSEMENT OF MEMBER DISTRIBUTIONS, LEASE AND BUY/SELL NEGOTIATIONS, AND GENERAL CORRESPONDENCE WITH MEMBERS AND OTHER BUSINESS AFFILIATES. THE BUSINESS IS INVESTMENT-RELATED AS IT PERTAINS TO REAL ESTATE.

Designations

View on SEC IAPD

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