Kathryn Bridget Schneider

Current Employers

Employment History

• 01/2006 → 08/2021
  Level Four Advisory Services
  Lincoln, IL
• 03/2002 → 06/2022
  Level Four Insurance Services, Llc
  Lincoln, IL
• 10/2012 → Present
  Lpl Financial Llc
  Lincoln, IL
• 08/2021 → Present
  Private Advisor Group, Llc
  Lincoln, IL

Previous Registrations

• 2006-02-01 → 2021-08-31
  Level Four Advisory Services
  Dallas, TX
  Lincoln, IL
• 2005-01-20 → 2006-02-04
  Securities America Advisors, Inc.
  Lincoln, IL
• 2000-12-13 → 2005-01-11
  A. G. Edwards & Sons, Inc.
  Lincoln, IL

Other Businesses

1. 04/25/2013: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 1% FO TIME SPENT - AGENT: HEALTH INSURANCE 2. 9/13/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/30/2021 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 09/2021. 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. 3. 3/31/2022 - Broadway Graham Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/01/2022 - 1000 Hours Per Month/1000 Hours Per Month During Securities. 4. 09/27/2022 - Private Advisor Group - DBA: Broadway Graham Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 08/31/2021 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 09/2022. 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. 5. 12/8/2022 - Broadway Graham Wealth Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 10/01/2018 - 10 Hours Per Month/ 10 Hours During Securities Trading. 6. 08/14/2023 - Illinois Dept of Human Services- Home Based Care Services - Outside/W-2 Employment - Personal Support Worker - Not Investment Related - Home Based - Start Date 08/03/2023 - 225 Hours Per Month/ 0 Hours During Trading 7. 12/02/2024 - G&S Properties of Illinois LLC - Real Estate Rental - Investment Related - Lincoln, IL - START 02/01/2016 - 10 HOURS PER MONTH/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2000-11-30
• S63 Uniform Securities Agent State Law Examination
  1998-11-13

Designations

Other Names

• Bridget Schneider
• Kathryn Bridget Cortelloni
• Katherine Bridget Schneider
• Kathryn Bridget Schneider
• Kathryn Bridget Schneider, Cfp