Best Investors Account Sign in

Keary Pratt Castleberry

Snowden Capital Advisors LLC

San Antonio, TX

New York, NY

Claim This Profile
Current Employers
Snowden Capital Advisors Llc

540 Madison Ave. 9Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-08-24
  • TX RA
    APPROVED
    Since 2018-08-24

Branch Locations

18756 Stone Oak Parkway, Suite 200 Suite 200, San Antonio, TX 78258 • United States

540 Madison Ave. 9Th Floor, New York, NY 10022 • 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
Wells Fargo Advisors Llc San Antonio TX 05/2009 11/2016
Wells Fargo Clearing Services, Llc San Antonio TX 11/2016 08/2018
Snowden Lane Partners New York NY 08/2018 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    San Antonio, TX
  • 11/2016 → 08/2018
    Wells Fargo Clearing Services, Llc
    San Antonio, TX
  • 08/2018 → Present
    Snowden Lane Partners
    New York, NY
Previous Registrations
  • 2008-01-01 → 2018-08-27
    Wells Fargo Clearing Services, Llc
    San Antonio, TX
    San Antonio, TX
  • 2002-09-09 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    San Antonio, TX
    San Antonio, TX
    St. Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-08-05
  • S63 Uniform Securities Agent State Law Examination
    1994-08-05

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1900 WEALTH
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS

Other Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY
JASON MATTHEW PORTER
John David Carrillo
Klinton Chi-Chuen Law
Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor