Shane Patrick Snively

Current Employers

Employment History

• 10/2009 → 10/2023
  Crown Capital Securities, Lp
  Orange, CA
• 08/2023 → Present
  Eagle Wealth Management Group, Inc.
  Valencia, CA
• 11/2023 → Present
  Concorde Investment Services
  Livonia, MI

Previous Registrations

• 2009-10-07 → 2023-11-20
  Crown Capital Securities, L.P.
  Waxhaw, NC
  Pinehurst, NC
  Orange, CA
  Charlotte, NC
  Charlotte, NC
  Myrtle Beach, SC
  Charlotte, NC
• 2007-02-14 → 2009-10-02
  Consolidated Portfolio Review Corp
  Woodbury, NY
• 2001-04-10 → 2007-02-05
  Securian Financial Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Waxhaw, NC
  Pinehurst, NC

Other Businesses

1) Abiding Wealth Advisors LLC, Investment related, 10815 Sikes Place, Suite 320, Charlotte NC 28277, DBA for securities business, wealth management services, CEO/Owner, manage business operations, oversee marketing, controls,recruiting, managing insurance business, licensing, contracting, compliance, training programs, investment platforms, insurance contracts, accouting bookkeeping, Start date 10/01/19, 6-10 hours/monthly during non trading hours, 21-40 hours/monthly during trading hours. 2) NLWP LLC, Non Investment related, 10815 Sikes Place, Suite 320, Charlotte NC 28277, managing partner/100% Commercial office space, Owner,manage commerical properties affiliated with Abiding Wealth Advisors LLC. Start date 11/11/2012, 1-5 hrs/month during non trading hours, 1-5 hrs/month during trading hours. 3) KAZSource Inc, Non Investment related, DBA for Kazcm.com, content creation, podcasting, sports media, insurance brokerage, entrepreneurial projects. COO,20% Owner, manage operations, associates business strategist, business planning, financials of the firm, e sports sponsorship, podcast network and production, Start date 01/2014, 1-5 hours/month during non trading hours, 6-10 hours/monthly during trading hours. 4) Kazinsurance, Non Investment related, 10815 Sike Place Suite 320, Charlotte NC, 28277, Independent fixed insurance brokerage firm providing life, disability, long-term care,fixed annuity products to independent insurance agents through its affiliation with LifeMark. COO/CFO, manage back office business operations, Kazsource provides insurance products to Abiding Wealth Advisors, receieves comp from Kazins & Insurance Companies when FA's, Life, disability LTC Insurance, Start date 01/01/2014. 5) Chestnut FP Properties LLC, Non Investment related, Matthews NC, Office Building, Managing Member, I am responsible for managing all the accouting,taxes, annual filings, 50% Owner Start date 10/01/2016, 1-5 hrs/month during non trading hours, 1-5 hrs/month during trading hours. 6) Chestnut Family Practice PLLC, Non investment related, 1013 Chestnut Ln suite 110, Matthews, NC 28104, Family Practice, CFO, manage accounting, tax work, financial oversight of family practice. Start date 08/01/17, 1-5 hours/month during non trading and trading hours. 7) Gardner-Webb University Pace Board of Advisors, Non Investment related, 8030 Arrowrdige Blvd, Charlotte NC 28273. Education, past president, Advisory board member, promoting profesional development programs for Under Grads and Graduate Degree Programs. Start date 01/01/21. 1-5 hours/month during non trading and trading hours. 8) Eagle Wealth Management Group Inc, Investment related, 10815 Sikes Place Suite 320, Charlotte NC 28277, Registered Investment Advisory Firm, Investment Advisor Representative, fiduciary level retirement planning services, business advisory and investment management. Start date 10/30/2023, 1-5 hours during non trading hours, 21-40 hours during trading hours. 9) FRS Software, Non investment related, Monroe NC 28110, Background screening company, Board Member, strategic planning, software dev, data applications, develop projections, mentor new CEO, COO and potentiail assist in finding a new CFO, identify and develop new markets in the background screeing ind. 1-5 hr/mnth hrs.

Exams

• S66 Uniform Combined State Law Examination
  2001-02-14