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Sheldon Douglas Sweeney

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
Penn Mutual Life Ins Co Horsham PA 08/2012 Present
Hornor Townsend & Kent Inc Horsham PA 11/2012 06/2019
Lpl Financial Bellevue WA 08/2019 07/2021
Snider Financial Group Bellevue WA 08/2019 Present
  • 08/2012 → Present
    Penn Mutual Life Ins Co
    Horsham, PA
  • 11/2012 → 06/2019
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 08/2019 → 07/2021
    Lpl Financial
    Bellevue, WA
  • 08/2019 → Present
    Snider Financial Group
    Bellevue, WA
Previous Registrations
Other Businesses

1) 2009 - NON-VARIABLE INSURANCE - SHELDON SWEENEY - 10% - INVESTMENT RELATED - BELLEVUE, WA 98005

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-17
S63 Uniform Securities Agent State Law Examination 2013-03-18
  • S65 Uniform Investment Adviser Law Examination
    2013-12-17
  • S63 Uniform Securities Agent State Law Examination
    2013-03-18
Designations
Other Names
  • Sheldon Sweeney

View on SEC IAPD

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