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Elizabeth Ann Snyder

Trail Financial Planning LLC

Bellingham, WA

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Current Employers
Trail Financial Planning Llc

214 N Commercial St., Bellingham, WA 98225 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2017-06-08
  • WA RA
    APPROVED
    Since 2017-06-08

Branch Locations

214 N Commercial St., Bellingham, WA 98225 • 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
Elizabeth A. Snyder Bellingham WA 03/2002 11/2025
Trail Financial Planning Llc Bellingham WA 04/2017 Present
Other Businesses

the name of the other business: 214 Commercial, LLC whether the business is investment-related: NO the address of the other business: 214 N Commercial St, Bellingham, WA the nature of the other business: RENTAL PROPERTY MANAGEMENT your position, title, or relationship with the other business: PARTNER the start date of your relationship: JUNE 2014 the approximate number of hours/month you devote to the other business: 2 the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: LANDLORD DUTIES (MAINTENANCE, PROPERTY UPKEEP, ETC.)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-23
  • S65 Uniform Investment Adviser Law Examination
    2017-03-23
Other Names
  • Elizabeth Ann Snyder
  • Elizabeth Ann Snyder-Weinstein
  • Elizabeth Ann Weinstein

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