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705 West Azeele Street, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-13 |
| FL | RA | APPROVED | 2020-07-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Snyder Financial Group, Llc | Tampa | FL | 01/2001 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 01/2012 | Present |
| Sfg Wealth Advisors Llc | Tampa | FL | 01/2020 | Present |
1. FIXED INSURANCE/FIXED ANNUITY SALES - NOT INVESTMENT RELATED; TAMPA, FL 33606; FIXED INSURANCE SALES; AGENT; 2001; 1 HOUR/MONTH, 1 HOUR DURING TRADING; INSURANCE SALES THROUGH VARIOUS PRODUCT PROVIDERS. 2. STRATEGIC FINANCIAL ALLIANCE - INVESTMENT RELATED - TAMPA, FL - REGISTERED REPRESENTATIVE OF BROKER DEALER - SINCE 01/2012 - BROKERAGE SERVICES - 20 HOURS PER MONTH 3. Name: SFG Wealth Advisors LLC Position: President, Managing Member Nature: Investment Advisory and Financial Planning Investment Related: Yes Hours: 60 Securities Trading Hours: 50 Start Date: 04/01/2020 Address: 705 West Azeele St., Tampa FL 33609, United States Description: Oversee the operations and management of firm and also provide investment advice and financial planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-15 |
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