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Current Employers
R.E. Snow Private Wealth Management Group, Llc

9990 Coconut Road Suite 320, Estero, FL 34135 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2005-08-18
  • FL RA
    APPROVED
    Since 2005-08-18

Branch Locations

9990 Coconut Road Suite 320, Estero, FL 34135 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
C&M Advisors, Inc. Naples FL 05/2005 Present
Solarix Forest VA 05/2024 Present
  • 05/2005 → Present
    C&M Advisors, Inc.
    Naples, FL
  • 05/2024 → Present
    Solarix
    Forest, VA
Previous Registrations
  • 2000-05-11 → 2005-05-03
    Morgan Stanley Dw Inc.
    Naples, FL
Other Businesses

1. R.E. SNOW CAPITAL MANAGEMENT; YES - INVESTMENT RELATED; COMMODITY POOL OPERATOR; LIMITED MEMBER; NO-TITLE; OWNER; 05/2005; 2 HRS. PER MONTH; .10 HRS PER TRADING DAY; LIMITED MEMBER AND INVESTOR IN CPO DUTIES OF AVERAGE LIMITED SHARHOLDER. 2. SOLARIX; NOT-INVESTMENT ELATED, CFO, 05/2024 60% OF TIME DEVOTED , DUTIES OF CFO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-06-16
S63 Uniform Securities Agent State Law Examination 1983-10-20
  • S65 Uniform Investment Adviser Law Examination
    1992-06-16
  • S63 Uniform Securities Agent State Law Examination
    1983-10-20

View on SEC IAPD

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