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12505 Bel-Red Road Suite 200, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-01-03 |
Branch Locations
12505 Bel-Red Rd Suite 200, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Bellevue | WA | 02/2009 | 07/2021 |
| Snider Retirement Strategies, Inc. Dba Snider Financial Group | Bellevue | WA | 02/2009 | Present |
1. 02/18/09 - NON-VARIABLE INSURANCE, LIFE & DISABILITY, 1% OF TIME. 2. 02/18/09 - CPA HYBRID RIA, CHAFFEE, GEDDES, CHUCKA, LLC, PARTNER IN CPA PRACTICE - INVOLVED WITH CLIENTS INTHIER TAX PLANNING AND ACCOUNTING, 95% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-05 |
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