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David Grant Geddes

Snider Financial Group

Bellevue, WA

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Current Employers
Snider Financial Group

12505 Bel-Red Road Suite 200, Bellevue, WA 98005 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-01-03
  • WA RA
    APPROVED
    Since 2023-01-03

Branch Locations

12505 Bel-Red Rd Suite 200, Bellevue, WA 98005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Bellevue WA 02/2009 07/2021
Snider Retirement Strategies, Inc. Dba Snider Financial Group Bellevue WA 02/2009 Present
  • 02/2009 → 07/2021
    Lpl Financial
    Bellevue, WA
  • 02/2009 → Present
    Snider Retirement Strategies, Inc. Dba Snider Financial Group
    Bellevue, WA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-05
  • S66 Uniform Combined State Law Examination
    2008-06-05
Other Names
  • David Grant Geddes
  • David Geddes

View on SEC IAPD

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