Best Investors Account Sign in
Current Employers
Hergenroeder Financial Advisors, Inc.

1954 Greenspring Drive Suite 230, Timonium, MD 21093 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-03-01
  • MD RA
    APPROVED
    Since 2021-03-01

Branch Locations

1954 Greenspring Drive Suite 230, Timonium, MD 21093 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11/2015 02/2021
Bank Of America, N.A. Hunt Valley MD 05/2017 02/2021
Lpl Financial Llc Timonium MD 02/2021 Present
Hergenroeder Financial Advisors, Inc. Timonium MD 02/2021 Present
Previous Registrations
Other Businesses

1. 2/17/2021 - Hergenroeder Financial Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/2/2021 - Hergenroeder Financial Advisors, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 2/2021 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Hergengroeder Financial Advisors, Inc. an independent investment advisor firm. I started this business activity in 02/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-10
  • S66 Uniform Combined State Law Examination
    2016-02-10
Designations
Other Names
  • Jon Snyder
  • Jon T Snyder

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Timonium, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor