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Robin Bonnie Snell

Nested Financial & Tax Planning

Palm Harbor, FL

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Current Employers
Nested Financial & Tax Planning

Palm Harbor, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-25
  • FL RA
    APPROVED
    Since 2023-05-25

Branch Locations

Palm Harbor, FL • 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
Ameriprise Financial Services, Llc Tampa FL 06/2019 11/2020
Homemaking Clearwater FL 12/2018 06/2019
St Petersburg College Clearwater FL 05/2016 05/2017
University Of South Florida Tampa FL 08/2017 12/2018
Opinicus Capital, Inc. Tampa FL 11/2020 05/2023
Nested Financial Llc Palm Harbor FL 01/2023 Present
  • 06/2019 → 11/2020
    Ameriprise Financial Services, Llc
    Tampa, FL
  • 12/2018 → 06/2019
    Homemaking
    Clearwater, FL
  • 05/2016 → 05/2017
    St Petersburg College
    Clearwater, FL
  • 08/2017 → 12/2018
    University Of South Florida
    Tampa, FL
  • 11/2020 → 05/2023
    Opinicus Capital, Inc.
    Tampa, FL
  • 01/2023 → Present
    Nested Financial Llc
    Palm Harbor, FL
Previous Registrations
  • 2020-11-19 → 2023-06-12
    Opinicus
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-24
  • S66 Uniform Combined State Law Examination
    2020-09-24
Designations

View on SEC IAPD

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