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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED | 2022-09-16 |
Branch Locations
Laguna Niguel, CA • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
530 Silicon Drive, Suite 103, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schneider Wealth Management, Llc | Southlake | TX | 08/2011 | Present |
| Precision Capital Management | Falmouth | MA | 02/2015 | 03/2018 |
| Cutter Financial Group Llc | Southlake | TX | 10/2017 | 01/2021 |
| Golden State Equity Partners | Southlake | TX | 01/2021 | Present |
1. Todd Schneider is the registered agent with the IRS for the business. The business physical address is the same as Schneider Wealth Management, LLC non securities related 2. TX Licensed Insurance Agent, at registered office, less than 16 hours per month, 8 during trading hours 3. Schneider Property Specialists, LLC, investment related, investment property, co-owner, at registered office, less than 16 hours per month, 8 during trading hours 4. Trustee of personal trust, non investment related no hours devoted to this other business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-24 |
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