Chad Lee Schneider

Current Employers

Employment History

• 11/2015 → 01/2021
  Private Advisor Group/Lpl Financial Dba Kidwell &
  Houston, TX
• 06/2016 → 01/2021
  Private Advisor Group, Llc
  Morristown, NJ
• 01/2021 → 02/2021
  Hodos Wealth Group
  Spring, TX
• 11/2015 → 01/2021
  Kidwell & Company
  Spring, TX
• 02/2021 → 10/2021
  Unemployed
  Houston, TX
• 10/2021 → Present
  Oak Harvest Financial Group
  Houston, TX
• 10/2021 → Present
  Oak Harvest Investment Services
  Houston, TX

Previous Registrations

• 2021-02-07 → 2021-02-24
  Hodos Wealth Group, Llc
  The Woodlands, TX
• 2016-06-28 → 2021-01-21
  Private Advisor Group, Llc
  Houston, TX
  Morristown, NJ

Other Businesses

1. 6/28/2016: Private Advisor Group - DBA: (Hybrid) Kidwell & Company, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA Started 11/02/2015 - 40 Hours Per Month. Chad Schneider is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. This activity involves 33% or less of his time during traditional business hours each month. Mr. Schneider is able to sell annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies via our insurance agency Oak Harvest Insurance Services, LLC. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Oak Harvest Investment Services always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Oak Harvest Investment Services in such individual's outside capacities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-27
• S63 Uniform Securities Agent State Law Examination
  2000-06-09