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Daniel Thomas Bader

Sfg Wealth Advisors, LLC

Tampa, FL

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Current Employers
Sfg Wealth Advisors, Llc

705 West Azeele Street, Tampa, FL 33606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-24
  • FL RA
    APPROVED
    Since 2024-09-24

Branch Locations

705 West Azeele Street, Tampa, FL 33606 • 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
Snyder Financial Group Tampa FL 09/2015 Present
The Strategic Financial Alliance, Inc. Atlanta GA 08/2016 Present
Sfg Wealth Advisors, Llc Tampa FL 07/2020 Present
  • 09/2015 → Present
    Snyder Financial Group
    Tampa, FL
  • 08/2016 → Present
    The Strategic Financial Alliance, Inc.
    Atlanta, GA
  • 07/2020 → Present
    Tampa, FL
Other Businesses

-1- SFG Wealth Advisors - Investment related - 705 West Azeele Street, Tampa, FL - Registered Investment Adviser - Employee - 07/2020 - 160 hours/month, 140 during trading - Financial Analyst, research, portfolio construction, performance tracking. -2- Name: Snyder Financial Group Position: Financial Analyst Nature: Financial Advisor firm, Financial Planning firm. Investment Related: Yes Hours: 152/Securities Trading Hours: 130 Start Date: 09/21/2015 Address: 705 West Azeele Street, Tampa FL 33606, United States Description: Analyst. Investment Research, Portfolio Allocations, Financial Reports, maintenance of CRM/record-keeping software.

Designations

View on SEC IAPD

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