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Gordon Walford Daisley Iii

Snowden Capital Advisors LLC

Bethesda, MD

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Current Employers
Snowden Capital Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-07-24
  • VA RA
    APPROVED
    Since 2023-07-24

Branch Locations

8120 Woodmont Ave, Suite 700, Bethesda, MD 20814 • 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 Financial Network Llc Falls Church VA 05/2009 06/2018
Partnervest Advisory Services, Llc Santa Barbara CA 07/2018 10/2020
Creativeone Wealth, Llc Leawood KS 10/2020 Present
Fullarc Wealth Management Bethesda MD 07/2018 Present
Previous Registrations
  • 2020-11-17 → 2023-06-21
    Creativeone Wealth, Llc
    Bethesda, MD
    Overland Park, KS
    Fairfax, VA
  • 2018-07-19 → 2020-11-24
    Partnervest Advisory Services Llc
    Falls Church, VA
    Santa Barbara, CA
  • 2006-04-03 → 2018-07-17
    Wells Fargo Advisors Financial Network, Llc
    Falls Church, VA
  • 2000-10-16 → 2006-04-04
    Morgan Stanley Dw Inc.
    Washington, DC
    Washington, DC
Other Businesses

CO-TRUSTEE FOR SPOUSE; INV RELATED; FALLS CHURCH, VA; START: 2/9/18; 0 HR/MO; 0 DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-11
S63 Uniform Securities Agent State Law Examination 1997-04-08
  • S65 Uniform Investment Adviser Law Examination
    1997-07-11
  • S63 Uniform Securities Agent State Law Examination
    1997-04-08
Other Names
  • Gordon Walford Daisley

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
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