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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-03 |
Branch Locations
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snyder Wealth Advisors | Houston | TX | 06/2010 | Present |
| Girard Securities, Inc. | San Diego | CA | 10/2013 | 11/2017 |
| Robin Creek | Missouri City | TX | 11/2013 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 10/2019 |
| Fortune Financial Services Inc. | Monaca | PA | 10/2019 | Present |
1) ROBIN CREEK (R.C.)IS A SOLE PROPRIETORSHIP & IS 100% OWNED BY FRANCIS SNYDER. IT IS NOT INVESTMENT RELATED. LESS THAN 10% OF MY TIME IS DEVOTED TO R.C. BUSINESS DURING SECURITIES TRADING HOURS. R.C. CONSULTS FOR FEES WITH SMALL, PRIVATELY-OWNED BUSINESS & OWNERS IN THE AREAS OF EXIT/SUCCESSION STRATEGIES; EXECUTIVE BENEFIT PLAN DESIGN; INFORMAL BUSINESS AND KEY PERSON VALUATION; ASSISTANCE IN RESTRUCTURING OR STRUCTURING BUSINESS LOANS; SELECTION AND OR RECOMMENDATIONS OF NON-QUALIFIED RETIREMENT PLANS; DEVELOPMENT OF BUSINESS AND MARKETING PLANS; LEGACY PLANNING, CHARITABLE GIVING, AND OTHER PLANNING CONSIDERATIONS. __2) Snyder Wealth Advisors LLC is the business name Frank Snyder operates under for securities sales, investment advisory services, and variable insurance sales (variable annuities and variable life). SWA is investment related. 80% of his time is devoted to SWA during securities trading hours. Dates of operation: 06/2010 to present. Address: same as registered location. __3) SNYDER FINANCIAL SERVICES (SFS)IS A SOLE PROPRIETORSHIP & IS 100% OWNED BY FRANCIS SNYDER. IT IS NOT INVESTMENT RELATED. LESS THAN 10% OF MY TIME IS DEVOTED TO SFS BUSINESS DURING SECURITIES TRADING HOURS. SFS PROVIDES FIXED INSURANCE PRODUCTS TO IT'S EXISTING AND NEW CLIENTS. __4) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 04/2019 ; POSITION/TITLE/RELATIONSHIP: PROPERTY MANAGER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: MANAGERIAL DUTIES OF SINGLE HOUSEHOLD, RENTAL PROPERTY ; __5.)IAR WITH PROSPERITY WEALTH MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-04 |
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