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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-25 |
Branch Locations
18756 Stone Oak Parkway, Suite 200, San Antonio, TX 78258 • United States
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Antonio | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TN | 11/2016 | 06/2018 |
| Snowden Lane Partners | New York | NY | 06/2018 | Present |
1) Class of 1981, West Point - Class President; non-investment related; no compensation; 0 hours during trading day. 2) Southern Baptist of Texas Convention - Chairman of the Executive Board; non-investment related; no compensation; 0 hours during trading day. 3) Encourage Global - Chairman of the Board; non-investment related; no compensation; 0 hours during trading day 4) Prescient- Board of Directors - Medical services company working on patents for DNA and gene splitting; Serve as a member of the Board of Directors; non-investment related; no compensation; 2 hours per month not during trading day; no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-18 |
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