Cyrus J. Snyder
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Cyrus Jackson Snyder, who also goes by C Jack Snyder, was a registered financial professional .
Cyrus is a previously registered financial professional and started their career in finance in 2000. Cyrus had worked at 5 firms and has passed the Series 66 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 2, 2004 - December 31, 2014
CPA PORTFOLIO ADVISORS, LLC
January 6, 2004 - December 13, 2004
AVANTAX ADVISORY SERVICES
July 11, 2003 - October 21, 2004
AVANTAX INVESTMENT SERVICES, INC.
October 17, 2001 - September 30, 2002
USALLIANZ SECURITIES, INC.
October 25, 2000 - February 16, 2001
THE O.N. EQUITY SALES COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CPA PORTFOLIO ADVISORS, LLC
CRD#: 132872 / SEC#:
Contact information
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.
