Sheila Snowdon

ASPIRE CAPITAL ADVISORS LLC

TACOMA, WA 98409

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CRD#: 6095621

Professional summary

Sheila Snowdon, who also goes by Shea Kuite, Sheila Kuite, Sheila Snowdon, is a registered financial advisor currently at ASPIRE CAPITAL ADVISORS LLC located in Tacoma, Washington.

Sheila is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Sheila has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shea Kuite | Sheila Kuite | Sheila Snowdon

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.

1) Sound Financial Investments; Not investment-related; 4301 Pine Street, Suite 263, Tacoma, WA 98409; Insurance Agent; Start date: 10/2024; Insurance sales and implementation of insurance recommendations; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheila Snowdon'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

November 26, 2024 - Present

ASPIRE CAPITAL ADVISORS LLC

Office #1: 4301 S Pine Street Suite 363, Tacoma, WA 98409

RIA

CRD#: 298366

TACOMA, WA

Past

July 22, 2020 - December 31, 2023

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Winter Garden, FL

Past

April 29, 2016 - November 20, 2017

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

Orlando, FL

Past

March 20, 2014 - February 27, 2015

MOWERY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 130761

MCKINNEY, TX

Past

July 25, 2012 - March 22, 2013

CFG ADVISORS LLC

RIA

CRD#: 153561

FRISCO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASPIRE CAPITAL ADVISORS LLC

AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC

CRD#: 298366 / SEC#: 801-118452

RIA

Registered Investment Advisory firm - (4/16/2020 Approved)

California

Registered Investment Advisory firm - (5/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/29/2020 Terminated)

Washington

Registered Investment Advisory firm - (5/29/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(11/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/23/2020

Uniform Investment Adviser Law Examination

Current Firm

ASPIRE CAPITAL ADVISORS LLC

AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC

CRD#: 298366 / SEC#: 801-118452

RIA

Registered Investment Advisory firm - (4/16/2020 Approved)

California

Registered Investment Advisory firm - (5/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/29/2020 Terminated)

Washington

Registered Investment Advisory firm - (5/29/2020 Terminated)

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Contact information

Main Address

1815 North 45th Street Suite 105, Seattle, WA 98103

Mailing Address

Phone number

(206) 939-5615

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASPIRE CAPITAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/26/2025)

Regulatory assets under management

Total Number of Accounts	4,984
AUM (Assets Under Management)	$ 1,007,298,969

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.

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Sheila Snowdon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheila Snowdon's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPIRE CAPITAL ADVISORS LLC

AE WEALTH MANAGEMENT, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

MOWERY CAPITAL MANAGEMENT, LLC

CFG ADVISORS LLC

Primary Firm SEC Registration

ASPIRE CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/2020

Current Firm

ASPIRE CAPITAL ADVISORS LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPIRE CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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