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533 Johnson Ferry Road Suite 200, Marieta, GA 30068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-12-13 |
Branch Locations
533 Johnson Ferry Road Suite 200, Marieta, GA 30068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Sniderman Group, Llc | Marietta | GA | 03/2003 | Present |
| Triad Advisors, Inc | Smyrna | GA | 04/2009 | 02/2018 |
| Wealth & Pension Services Group, Inc. | Symrna | GA | 05/2009 | Present |
| Sniderman Wealth Management, Llc | Marieta | GA | 11/2009 | Present |
| Southbridge Advisors, Llc | Marieta | GA | 11/2019 | Present |
1-COLUMN GATE HOMEOWNER'S ASSOCIATION; NON-INVESTMENT RELATED; GATESIDE CTS. MARIETTA, GA 30067; NON-PROFIT HOA; PRESIDENT; 2005; 1 HR/MONTH; NONE/DAY; NO COMPENSATION; PRESIDENT OF 29 HOME HOA-NON-PROFIT 2-SNIDERMAN WEALTH MANAGEMENT; INVESTMENT RELATED; 4045 ORCHARD RD. SE. SUITE 220, SMYRNA GA 30080; MULTIPLE CARRIERS/ INSURANCE SALES/ADVISORY SERVICES; PRESIDENT; APRIL 2009; 160 YRS/MONTH; 7 HRS/DAY; COMPENSATION-COMMISSIONS; ASSIST CLIENTS WITH LIFE, DISABILITY, VARIABLE PRODUCTS, LTC INSURANCE AS NEEDED., FINANCIAL SERVICES FOR INDIVIDUALS AND BUSINESSES. 3-THE SNIDERMAN GROUP LLC; NON-INVESTMENT RELATED; 75 GATESIDE PLACE, MARIETTA, GA 30067; MARKETING/SALES CONSULTING; PRESIDENT; MARCH 2003; 8 HRS/MONTH; 0 HRS/DAY; COMPENSATION-HOURLY OR SALES BASED; ASSIST CLIENTS WITH MARKETING OR SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-18 |
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