Renee Maurine Snow

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 11/1998 → Present
  Asl Financial, Llc
  Los Gatos, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Los Gatos, CA

Other Businesses

1. MS. SNOW IS A LICENSED INSURANCE AGENT WITH SEVERAL LIFE AND HEALTH INSURANCE COMPANIES. 2. BUSINESS NAME: ASL FINANCIAL, LLC INVESTMENT RELATED: YES ADDRESS: 987 UNIVERSITY AVENUE, SUITE 8, LOS GATOS, CA, 95032 POSITION: CERTIFIED FINANCIAL PLANNER, OWNER START DATE: 04/05/2002 HOURS: 50% BRIEF DESCRIPTION OF DUTIES: MANAGE CLIENT INVESTMENT ACCOUNTS, CREATE FINANCIAL PLANS, REVIEW ACCOUNTS AND ADVISE CLIENTS. 3. ASL FINANCIAL POSITION: Enrolled Agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/25/2012 ADDRESS: 987 University Ave., Ste. 8, Los Gatos CA 95032, United States DESCRIPTION: Taxpayer representation and compliance 4. ASL FINANCIAL LLC POSITION: Notary Public NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2011 ADDRESS: 987 University Ave., Ste. 8, Los Gatos CA 95032, United States DESCRIPTION: notarize documents 5. SOFIA UNIVERSITY POSITION: Other - Professor NATURE: Other - Graduate School INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/25/2010 ADDRESS: 1069 E. Meadow Dr. Palo Alto, CA 94303, Palo Alto CA 94303, United States DESCRIPTION: Teach transpersoanl leadership, qualitative, quantitative and mixed methods research course. 6. ASL FINANCIAL, LLC POSITION: Certified Financial Planner, Owner NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 04/05/2002 ADDRESS: 987 University Ave., Ste. 8, Los Gatos CA 95032, United States DESCRIPTION: manage client investment accounts, create financial plans, review accounts, advise clients 7. RENEE SNOW POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1996 ADDRESS: 987 University Ave., Ste. 8, Los Gatos CA 95032, United States DESCRIPTION: advise and sell life insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-20
• S63 Uniform Securities Agent State Law Examination
  1994-12-08

Designations