Monte Lee Snider

Current Employers

Snider Financial Group

12505 Bel-Red Road Suite 200, Bellevue, WA 98005 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-03
WA	RA	APPROVED	2023-01-03

TX RA
APPROVED

Since 2023-01-03
WA RA
APPROVED

Since 2023-01-03

Branch Locations

12505 Bel-Red Rd Suite 200, Bellevue, WA 98005 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Bellevue	WA	02/2009	07/2021
Snider Financial Group	Bellevue	WA	12/2012	Present

02/2009 → 07/2021

Lpl Financial, Llc

Bellevue, WA
12/2012 → Present

Snider Financial Group

Bellevue, WA

Previous Registrations

2001-07-30 → 2022-12-31

Snider Financial Group

Bellevue, WA
2005-12-06 → 2009-02-19

Osaic Services, Inc.

Bellevue, WA

Other Businesses

1. 02/18/2009 - NON-VARIABLE INSURANCE - LIFE, DISABILITY, HEALTH AND LTC. - INVESTMENT RELATED - 5% OF TIME SPENT. - BELLEVUE, WA. 2. 1/6/2012: REAL ESTATE RENTAL - 12505 BEL-RED ROAD LLC - COMMERCIAL OFFICE BUILDING - INVESTMENT RELATED - TIME SPENT 5% - BELLEVUE, WA. 3. 2/19/2014: OTHER-RENTAL INCOME - SNIDER RETIREMENT STRATEGIES - ROBERT KEMPER CPA LEASES SPACE FROM SNIDER RETIREMENT STRATEGIES. - TIME SPENT 1% - BELLEVUE, WA. 4. 05/16/2019 - Basin Pacific Insurance - Investment related - At reported business location(s) - Property and Casualty - start date:06/01/2019 - 2 hrs/mo - 2 hrs during trading. 5. 05/16/2019 - Long Term Care Associates - Investment related - 11900 NE 1st ST Suite 115, Bellevue, WA 98005-3030 - Non-Variable Insurance - start date:04/24/2019 - 1 hr/mo - 1 hr during trading. 6. 05/16/2019 - Achieve Alpha Insurance - Investment related - At reported business location(s) - Non-Variable Insurance - start date:04/24/2019 - 1 hr/mo - 1 hr during trading. 7. 4/27/2021 - FinTax Partners LLC - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - CEO/Owner - Started 03/19/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Oversee operations - tax prep.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-09-04
S63	Uniform Securities Agent State Law Examination	1992-10-30

S65 Uniform Investment Adviser Law Examination

1998-09-04
S63 Uniform Securities Agent State Law Examination

1992-10-30

Designations

View on SEC IAPD