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Jonathan Castles Snead

Edgemont Advisors, LLC

Dallas, TX

CRD 1346575

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Employer firm

Edgemont Advisors, LLC CRD 155143

1 advisory clients

Reported services (Item 5G)

  • GENERAL BUSINESS ADVICE, OVERSIGHT OF VARIOUS PROFESSIONAL PROVIDERS, CASH MANAGEMENT, BILL PAYING AND PERSONAL SERVICES.

From the firm’s Form ADV. Read the guides:

Current Employers
Edgemont Advisors, Llc

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-07-01
  • TX RA
    APPROVED
    Since 2011-07-01

Branch Locations

Dallas, TX • 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
Edgemont Advisors, Llc Dallas TX 06/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-25
S63 Uniform Securities Agent State Law Examination 1991-11-06
  • S65 Uniform Investment Adviser Law Examination
    2009-09-25
  • S63 Uniform Securities Agent State Law Examination
    1991-11-06

View on SEC IAPD

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