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ES

Eleonore L. Snow

M. S. HOWELLS & CO.
BOZEMAN, MT 59718
Some features on this profile are disabled
CRD#: 6635440
ES

Professional summary

Eleonore Luce Snow, who also goes by Eleonore Luce Kuhn, Eleonore Snow, is a registered financial professional currently at M. S. HOWELLS & CO. located in Bozeman, Montana.

Eleonore is registered as a RR (Registered Representative) and started their career in finance in 2021. Eleonore has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Eleonore Luce Kuhn | Eleonore Snow

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MONTANA PARENT MAGAZINE; NON-INVESTMENT RELATED; BOZEMAN, MT; LLC; WRITER/COPY EDITOR; START 7/16/12; 10 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I EDIT AND PROOFREAD A PARENTING MAGAZINE.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Eleonore Luce Snow's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 3, 2023 - Present

M. S. HOWELLS & CO.

Office #1: 4575 Valley Commons Dr. Suite 201, Bozeman, MT 59718
BD
CRD#: 104100
BOZEMAN, MT
Past

June 10, 2022 - December 13, 2022

D.A. DAVIDSON & CO.

RIA
CRD#: 199
BOZEMAN, MT
Past

November 8, 2021 - December 6, 2022

D.A. DAVIDSON & CO.

BD
CRD#: 199
BOZEMAN, MT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Montana
(4/3/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/9/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/8/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/4/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

MS
M. S. HOWELLS & CO.
M. S. HOWELLS & CO.

CRD#: 104100 / SEC#: , 8-52558

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
23350 N. Pima Rd., Scottsdale, AZ 85255
Mailing Address
23350 N. Pima Rd., Scottsdale, AZ 85255
Phone number
(480) 563-2000
Established
Delaware since 04/11/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MARK HOWELLS TRUST, DATED 6/25/1997, MARK HOWELLS TRUSTEEOWNER
SANTAMARIA, KATRINA PATRICIACHIEF EXECUTIVE OFFICER3248779
CRITES, MARCY ANNFINANCIAL AND OPERATIONS PRINCIPAL (FINOP)6346298
HOWELLS, MARK STEPHENTRUSTEE FOR MARK HOWELLS TRUST DATED 6/25/1997726921
HOWELLS, MARK STEPHENEXECUTIVE CHAIRMAN/DIRECTOR726921
JORDAN, CHRISTOPHER SHANECHIEF COMPLIANCE OFFICER2843281
KREIZENBECK, TARA LYNNCHIEF OPERATING OFFICER7141895

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

M. S. HOWELLS & CO.

CRD#: 104100Bozeman, MT 59718

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