Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-05
UT RA APPROVED 2022-07-05
  • TX RA
    APPROVED
    Since 2022-07-05
  • UT RA
    APPROVED
    Since 2022-07-05

Branch Locations

215 N Union Ave, Farmington, UT 84025 • 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
United Planners' Financial Services Scottsdale AZ 04/2015 11/2017
Eddie Snow - Independent Insurance Agent Salt Lake City UT 05/2002 11/2017
Rock House Financial Farmington UT 04/2015 11/2017
Signal Wealth Advisors Centerville UT 11/2017 07/2022
Cwm, Llc Omaha NE 11/2017 07/2022
Cetera Advisor Networks Llc El Segundo CA 11/2017 05/2019
Royal Alliance Salt Lake City UT 05/2019 07/2022
Charles Schwab & Co., Inc. Farmington UT 07/2022 Present
  • 04/2015 → 11/2017
    United Planners' Financial Services
    Scottsdale, AZ
  • 05/2002 → 11/2017
    Eddie Snow - Independent Insurance Agent
    Salt Lake City, UT
  • 04/2015 → 11/2017
    Rock House Financial
    Farmington, UT
  • 11/2017 → 07/2022
    Signal Wealth Advisors
    Centerville, UT
  • 11/2017 → 07/2022
    Omaha, NE
  • 11/2017 → 05/2019
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 05/2019 → 07/2022
    Royal Alliance
    Salt Lake City, UT
  • 07/2022 → Present
    Farmington, UT
Previous Registrations
Other Businesses

1) Stone Hill National | Investment Related:No|Insurance|Agent|5/14/2019|Less than 20|0.01|Non variable life insurance (term), 2) E Rainman LLC | Investment Related:No|Financial Services|Franchise Owner|11/7/2025|Less than 20|1|Entity established exclusively in connection with the rep’s independent broker relationship with the firm for liability, protection and tax purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-04
S63 Uniform Securities Agent State Law Examination 1998-09-24
  • S65 Uniform Investment Adviser Law Examination
    2009-09-04
  • S63 Uniform Securities Agent State Law Examination
    1998-09-24
Designations
Other Names
  • Eddie R Snow

View on SEC IAPD

More in Farmington, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor