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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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Seattle | WA | 01/2014 | 10/2017 |
| Princor Financial Services Corporation | Seattle | WA | 01/2014 | 10/2017 |
| Lpl Financial, Llc | Bellevue | WA | 10/2017 | 07/2021 |
| Snider Retirement Strategies (Dba: Snider Financial Group) | Bellevue | WA | 10/2017 | Present |
1. INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; INSURANCE SALES; INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-01 |
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