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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | Green Bay | WI | 10/1995 | 12/2017 |
| Woodbury Financial Services Inc | Green Bay | WI | 12/2017 | 01/2024 |
| Osaic Wealth, Inc. | Green Bay | WI | 01/2024 | Present |
1. SNYDER FINANCIAL STRATEGIES, INC. POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 2 START DATE: 01/29/2003 ADDRESS: 2643 Libal St STE C, Green Bay WI 54301, United States DESCRIPTION: I provide tax preparation for individuals. I also sell some insurance and fixed annuities. I also receive rental income from an office sublease. 2. TENACITY ADVISORY GROUP, INC POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 566 Red Bird Circle, DePere WI 54115, United States DESCRIPTION: Share best practices
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-04 |
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