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RS

Randall S. Snyder

DRAGONFLY CAPITAL PARTNERS
Charlotte, NC 28211
Some features on this profile are disabled
CRD#: 2313226
RS

Professional summary

Randall Scott Snyder, who also goes by Randy Snyder, is a registered financial professional currently at DRAGONFLY CAPITAL PARTNERS, LLC located in Charlotte, North Carolina.

Randall is registered as a RR (Registered Representative) and started their career in finance in 1993. Randall has worked at 2 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Randy Snyder

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Randall Scott Snyder's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 13, 2005 - Present

DRAGONFLY CAPITAL PARTNERS, LLC

Office #1: 319 South Sharon Amity Suite 200-g, Charlotte, NC 28211
BD
CRD#: 125199
Charlotte, NC
Past

April 1, 1993 - September 8, 1999

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(6/14/2005)

Exams

State Security Law Exam
RR
Series 63
Date: 5/26/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/9/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/31/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/26/2001
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

DC
DRAGONFLY CAPITAL PARTNERS, LLC
DRAGONFLY CAPITAL PARTNERS, LLC

CRD#: 125199 / SEC#: , 8-65772

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
694 Pawley Rd Suite 101, Mt Pleasant, SC 29464
Mailing Address
694 Pawley Rd Suite 101, Mt Pleasant, SC 29464
Phone number
(704) 488-7712
Established
North Carolina since 08/17/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DRAGONFLY CAPITAL MANAGEMENT COMPANY, LLCSHAREHOLDER
MILLEN, DONALD WOFFORD JRMANAGER, DP, CSO, FINOP, CCO3109616
USHER, RENE MATTHEWSMANAGER, REGISTERED PRINCIPAL, ASO2433659

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DRAGONFLY CAPITAL PARTNERS, LLC

CRD#: 125199Charlotte, NC 28211

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